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Concentration in Wealth and Asset Management

finance student looking at computer reading financial graphs

Dive into one of finance's fastest growing fields

In today's dynamic financial environment, the ability to effectively manage wealth and assets is paramount. Our comprehensive program is designed to equip you with the knowledge, skills, and practical experience necessary to thrive in the world of finance.

According to the United States Bureau of Labor Statistics, experts predict job opportunities in business and finance careers to increase (depending on position) from between 5 to 17% by 2030. Growth for financial advisors, specifically, is expected to grow by 13%. This growth is far more rapid than the average projected growth for all occupations. Our concentration in Wealth and Asset Management will prepare you to meet this growing demand in the labor market.

About the Program

Focused on equipping you with the knowledge and skills essential for success, the Wealth and Asset Management Concentration delves into the intricacies of financial management, investment strategies, and risk assessment. Through a comprehensive curriculum, you'll explore the evolution of wealth management practices and gain insights into the integration of finance with other disciplines.

From analyzing market trends to optimizing portfolio performance, you'll develop a deep understanding of how to design and implement effective wealth management solutions. Whether you're interested in financial advising, investment analysis, or portfolio management, our program prepares you for a wide range of career opportunities in the finance industry.

Students in the program will learn:

  • Time value of money concepts
  • Firm project, and security valuation, including short-term and long-term assts and liabilities.
  • Risk and return and its role in financial markets and the environment. 
  • Financial statements and the effects of alternative financing option.
  • Equity markets, fixed income, derivitives and foreign exchanges as used in constructing and managing wealth and investment portfolios. 

What is wealth and asset management?

Wealth and asset management is a specialized area within the financial industry that focuses on the strategic management of an individual's or organization's financial resources to achieve specific goals. This includes managing various types of assets such as stocks, bonds, real estate, and other investments to maximize returns while mitigating risks.

finance student taking notes in a padfolio

Careers in Wealth and Asset Management

There are many potential job titles for wealth and assessment graduates. Below are a few example careers. The titles and salaries listed below are not necessarily entry level, and students should take into consideration how years of experience, geographical location, and required advanced degrees or certifications may affect pay scales.

(2020 -2030)
*Median Annual Salary

Finance Manager



Financial Analyst



Personal Finance Advisor



* Data obtained from the Occupational Information Network (O*NET) under sponsorship of the U.S. Department of Labor/Employment and Training Administration (USDOL/ETA) and Bureau of Labor Statistics 2022 wage data

  • Degree Overview

    To graduate with a Bachelor of Science degree in Business Administration with a concentration in Wealth and Asset Management, students need to take specific finance courses along with three extra classes related to Wealth and Asset Management. This adds up to 24 credit hours on top of the usual Business Core requirements.

  • Curriculum

    Required Courses include: 

    • Financial Markets and Institutions
    • Multinational Financial Management
    • Investments
    • Financial Management
    • Case Problems in Financial Management
    • Portfolio Management
    • Student and Foundation Fund

    Students will also complete one of the following electives:

    • Entrepreneurial Finance
    • Intermediate Accounting I 
    • Introduction to Real Estate

Start Your Business Education Journey

Start your academic journey at the University of Northern Colorado! Discover a vibrant campus, dedicated faculty, and a community that values your growth and success. Join us in shaping your future—visit our campus to experience the vibrant atmosphere and explore many opportunities that await you.

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Become a Bear

"From my first day on campus, my experience at MCB has been more than I could have imagined. I cannot think of one teacher that doesn't have experience outside of the classroom, which is what I like most about MCB. The experiences and stories shared by professors make class more interesting and allow me to relate to what they are teaching. They tell you that they put their students first, and they have all followed through with that by going out of their way to make sure I succeed."

- Morgan Laustrup, Class of 2015

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800 17th St
Campus Box 128
Greeley, CO 80639 



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