Wealth Management
The Master of Science in Wealth Management is a specialized 16 month program designed for professionals seeking advanced knowledge in financial planning, investment strategies, and client portfolio management. The curriculum integrates finance theory, risk assessment, taxation, and ethical practices to provide a comprehensive understanding of wealth management in global markets. Through this program, students develop investment analysis, financial planning, risk management, and client advisory skills, preparing them to deliver sophisticated financial solutions, manage diverse portfolios, and advise high net worth individuals and institutions with confidence.
This part time, online program combines rigorous coursework with practical applications, allowing students to balance professional commitments while acquiring advanced expertise. Participants refine portfolio management, financial modeling, regulatory compliance, and strategic planning skills through case studies, simulations, and interactive online sessions. Graduates are prepared to work in wealth management firms, private banks, investment advisory firms, and financial consultancy, equipping them to deliver informed financial guidance, develop investment strategies, and navigate complex financial markets
Key information
Key Facts
- Program Title: Wealth Management
- Degree Type: Master of Science
- Duration: 16 months
- Mode of Study: Part-time, Online
- Application Deadline: 15 March 2026
- Location: Columbia University, United States
- Field of Study: Finance
- Language of Instruction: English
Program Structure
Semester 1 – Foundations in Wealth Management
• Principles of Finance and Investment
• Portfolio Theory and Asset Allocation
• Risk Management and Compliance
• Financial Planning Fundamentals
Semester 2 – Advanced Investment Strategies
• Wealth Taxation and Estate Planning
• Behavioral Finance and Client Advisory
• Advanced Portfolio Management Techniques
• Capstone Project in Wealth Management
Semester 3 – Applied Wealth Management
• Strategic Asset Allocation
• Financial Modeling and Analysis
• Ethical and Regulatory Practices in Finance
• Applied Case Studies
Semester 4 – Final Project and Professional Application
• Independent Research and Financial Analysis
• Presentation and Client Reporting
• Professional Portfolio Development
• Capstone Integration Project
Career Opportunities
Graduates of this program are prepared for careers in private banking, investment advisory, financial planning, wealth management firms, and consultancy. Career paths include wealth manager, portfolio analyst, financial advisor, investment strategist, and private client consultant. Graduates are equipped to design investment strategies, provide personalized financial guidance, conduct market analysis, and manage high net worth client portfolios. The program also prepares learners for leadership, advisory, and consultancy roles that require expertise in wealth management, risk assessment, and portfolio optimization, allowing them to navigate complex financial markets with confidence and strategic insight.
Why Choose This Program
Students choose this program because it combines advanced financial expertise, practical investment experience, applied client advisory training, and strategic wealth management skills within a flexible 16 month part time online framework. The curriculum emphasizes hands on case studies, simulations, and applied research, allowing learners to develop practical and analytical skills for managing wealth effectively. Graduates gain the knowledge, confidence, and professional competencies necessary to pursue careers in investment, portfolio management, financial planning, and consultancy while contributing meaningfully to the financial success of clients and institutions.
Contact Information
For further information, please contact the admissions office at:
Phone: +1 212 854 1754
Email: admissions@columbia.edu
Address: University of Columbia, Admissions Office, New York, NY, United States
