Bachelor of Science in Business - Concentration in Financial Planning and Wealth Management
George Mason University
USD 4,897 / per semester **
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Earliest start date
* freshman non-binding early action deadline; February 1 - freshman regular decision deadline
** in-state tuition full-time (12-15 credits); USD 16,980 - out-of-state tuition full-time (12-15 credits); USD 1,803 - mandatory student fee
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 Mason?
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.
- Directly prepare to sit for the CFP
- Participate in the Montano Student Managed Investment Fund
- Apply for scholarships designated for financial planning and wealth management students
- Take an internship for course credit
- Study abroad to develop a global perspective
- Get involved with finance/business student organizations such as the Financial Management Association, the Mason Investment Club, and the Financial Planning Association George Mason Chapter
As the population ages and life expectancies rise, demand for financial planning services should increase – in fact, according to the U.S. Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 4 percent between 2019 to 2029. Potential occupations include:
- Certified Financial Planner (CFP®)
- Financial Consultant
- Financial Analyst
- Estate Planner
- Personal Financial Advisor
- Portfolio Manager
- Risk Manager
- Tax Consultant
Total credits: 120
School of Business students pursuing a BS degree must complete a minimum of 120 credits, including the Mason Core requirements, business foundations, business core, and concentration requirements. In addition, the following requirements must be met:
- A minimum of 45 credits at the 300- or 400-level.
- A minimum of 30 credits of School of Business core, capstone, and concentration courses at Mason.
- At least 9 credits required for the specific concentration and BUS 498 Capstone Course: Advanced Business Models (Mason Core) taken at Mason.
- A grade of C or higher earned in the business foundations, business core, and concentration requirements.
- FNAN 390 Introduction to Financial Planning and Wealth Management 3 or ACCT 390 Introduction to Financial Planning and Wealth Management
- FNAN 311 Principles of Investment 3
- ACCT 351 Taxation and Managerial Decision Making 3
- ACCT 408 Taxes Insurance and Risk Management 3
- ACCT 441 Estate Planning 3
- ACCT 493 Financial Planning and Wealth Management Capstone or FNAN 493 Financial Planning and Wealth Management Capstone
Select one course from the following: 3
- FNAN 341 Introduction to Firm Valuation
- FNAN 411 Investment Analysis and Portfolio Management
- FNAN 444 Sustainable and ESG Investments
- FNAN 483 Ethical and Professional Standards in Finance
- ACCT 315 Personal Financial Planning
- ACCT 372 Financial Statement Analysis
- ACCT 451 Advanced Federal Taxation
- FNAN 492 Internship in Finance or ACCT 492 Internship in Accounting
Total Credits 21