金融财富管理专业为学生提供了从事个人理财计划的宝贵机会。理财规划师和财富管理人员可以对个人需要做出的所有与终生财务相关的决策进行分析并提供建议，例如投资管理，退休计划，遗产规划，所得税管理和保险。在大多数情况下，财务规划师和财富管理公司的分析和建议以书面财务规划的形式提供给客户。然后，计划者可以协调计划的实施并定期进行审查，以考虑客户生活和当前经济状况的变化。
The Financial Wealth Management Major prepares students for professional careers in financial planning and the wealth management industry. Teaching is oriented towards both theoretical concepts and practical knowledge. As a program registered with the CFP Board, the Financial Wealth Management Major requires the completion of a set curriculum. Upon completing this curriculum and receiving their degree, students will have fulfilled the education components of the CFP Board's requirements to sit for the CFP Certification Examination. The Financial Wealth Management Major offers a valuable opportunity for students to pursue a career in personal financial planning. Financial planners and wealth managers analyze and provide advice on all lifetime finance-related decisions that a person needs to make, such as investment management, retirement planning, estate planning, income tax management, and insurance. In most cases, financial planners' and wealth managers' analyses and recommendations are provided to clients in a written financial plan. The planner may then coordinate the implementation of the plan and periodically review it to account for changes in the client's life and current economic conditions.