

The Master of Science in Wealth Management is a sixteen month part time online program designed for professionals seeking advanced expertise in financial planning, investment management, and wealth advisory. The curriculum integrates portfolio management, risk assessment, financial regulations, and strategic planning to provide a comprehensive understanding of how to manage and grow individual and institutional wealth. Through this program, students develop investment analysis skills, financial planning expertise, risk management competencies, and strategic decision making abilities, preparing them to deliver personalized wealth management solutions in complex financial environments.
This online program offers a flexible, practice oriented learning environment where virtual lectures, interactive workshops, case studies, and applied projects enable students to apply financial theories and analytics to real world scenarios. Students refine portfolio construction, asset allocation strategies, risk assessment techniques, and client advisory skills through hands on projects and collaborative exercises. Graduates are prepared to work in private wealth management firms, banks, investment consultancies, family offices, and financial advisory practices, equipping them to manage investments, optimize financial portfolios, implement risk strategies, and provide evidence based recommendations for sustainable wealth growth.
Semester 1 – Foundations in Wealth Management
• Principles of Investment and Portfolio Management
• Financial Planning and Client Advisory
• Risk Assessment and Regulatory Compliance
• Research Methods in Finance
Semester 2 – Advanced Financial Strategies
• Asset Allocation and Investment Analysis
• Alternative Investments and Derivatives
• Seminar in Wealth Advisory Practices
• Applied Project in Wealth Management
Semester 3 – Applied Practice and Strategic Implementation
• Capstone Project in Wealth Management
• Strategic Portfolio Management
• Risk Mitigation and Compliance
• Elective Modules in Financial Planning, Estate Planning, or Tax Strategies
Graduates of this program are prepared for careers in wealth management, investment advisory, financial consulting, and portfolio management. Career paths include wealth manager, financial advisor, portfolio strategist, risk consultant, and investment analyst. Graduates are equipped to develop tailored financial strategies, manage client portfolios, analyze investments, and implement risk management frameworks. The program also prepares learners for leadership and advisory roles in financial institutions, private investment firms, and consulting practices, enabling them to deliver sustainable wealth growth, optimize financial planning, and provide evidence based investment solutions.
Students choose this program because it combines investment management, financial planning, risk analysis, and strategic advisory skills within a sixteen month part time online framework. The curriculum emphasizes both theoretical foundations and practical application, allowing learners to acquire the competencies necessary to succeed in wealth management and investment advisory. Graduates gain the knowledge, confidence, and expertise to pursue careers in financial advisory, portfolio management, consulting, and wealth strategy while contributing meaningfully to sustainable financial growth, client satisfaction, and evidence based decision making in complex financial environments.
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