Personal finance is a rapidly growing field.
Financial planning and wealth management - a hybrid area of finance and accounting - is diverse, encompassing concepts and techniques used by individuals and businesses to minimize taxes, plan for wealth transfers, form a financial plan, and design savings plans for retirement.
Why Choose George Mason University?
If you are interested in a future as a personal financial specialist or a Certified Financial Planner (CFP®) then this concentration is for you. Mason’s financial planning and wealth management curriculum is a CFP® Board registered program, so upon successful completion you’ll be well on your way to sit for CFP® certification. Plus, personal finance is one of the fastest-growing fields in the Washington, D.C. metro area, so you’ll have plenty of opportunities to network and gain experience through connections with area professionals.
Learn about asset valuation, estate planning, retirement planning, managing client portfolios, tax management, tax minimization, portfolio construction, financial planning, behavioral finance, and more. Learn more about the financial planning and wealth management curriculum in the University Catalog.