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Personal Finance
The Personal Finance Bachelor of Science program at the University of Wisconsin provides students with a comprehensive understanding of managing individual and household finances, integrating principles of economics, financial planning, and investment management. The curriculum covers key areas such as budgeting, retirement planning, insurance, taxation, credit management, and investment strategies. Students develop the analytical and quantitative skills necessary to make informed financial decisions, assess risk, and optimize personal and family wealth. Emphasis is placed on ethical financial practices, strategic planning, and practical applications that prepare students for a variety of financial advisory roles.
Throughout the program, students gain hands-on experience through case studies, simulations, and internship opportunities with financial institutions or advisory firms. Coursework emphasizes real-world problem-solving, financial modeling, and data-driven decision-making, allowing students to apply theoretical knowledge to practical scenarios. Students also explore the behavioral and psychological aspects of personal finance, preparing them to provide holistic guidance and support to individuals and families. Graduates leave the program with the expertise, practical skills, and professional insight necessary to help clients achieve financial stability and long-term economic goals.
Key information
Key Facts
- Program Title: Personal Finance
- Degree Type: Bachelor of Science
- Duration: 4 years
- Mode of Study: Full-time, On Campus
- Application Deadline: 15 January 2026
- Location: University of Wisconsin, United States
- Field of Study: Finance
- Language of Instruction: English
Program Structure
Year 1 – Foundations in Personal Finance
• Introduction to Personal Finance
• Principles of Economics
• College Writing and Communication
• Basic Financial Mathematics
Year 2 – Core Financial Concepts
• Investment Principles and Portfolio Management
• Insurance and Risk Management
• Taxation and Retirement Planning
• Financial Accounting and Analysis
Year 3 – Applied Personal Finance
• Credit and Debt Management
• Estate Planning and Wealth Management
• Behavioral Finance
• Internship or Applied Project
Year 4 – Advanced Topics and Capstone
• Advanced Financial Planning
• Ethics and Regulation in Personal Finance
• Independent Research Project or Capstone
• Seminar in Financial Advisory Practices
Career Opportunities
Graduates of the Personal Finance B.S. program are prepared for careers in financial advising, wealth management, insurance, banking, credit counseling, investment consulting, and financial planning. They can work in banks, investment firms, financial planning agencies, insurance companies, or nonprofit organizations focused on financial literacy. Many graduates pursue advanced certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), enhancing their professional opportunities. Employers value graduates for their analytical skills, ethical judgment, communication abilities, and capacity to guide clients toward informed financial decisions, making them highly competitive in financial services and advisory roles.
Why Choose This Program
This program offers a distinctive combination of practical financial skills, analytical rigor, and ethical training, preparing students to manage personal and household finances effectively. Students benefit from faculty mentorship, access to financial planning tools, and opportunities for internships that provide real-world experience in financial advisory settings. The curriculum emphasizes critical thinking, problem-solving, and strategic planning, equipping graduates to address diverse financial challenges. Whether pursuing careers in wealth management, financial consulting, or banking, students graduate with the knowledge, expertise, and confidence to provide informed, responsible, and effective financial guidance.
Contact Information
For further information, please contact the admissions office at:
Phone: +1 608-262-2433
Email: admissions@grad.wisc.edu
Address: 217 Bascom Hall, 500 Lincoln Drive, Madison, WI 53706, USA
