Wealth Management (Online)
The Wealth Management (Online) Master of Science program at Columbia University is a 16-month, part-time graduate degree designed for financial professionals seeking to deepen their expertise in investment strategy, estate planning, taxation, behavioral finance, and client relationship management. Tailored to the evolving needs of high-net-worth client service, the curriculum emphasizes holistic planning, fiduciary responsibility, and long-term portfolio sustainability. Students gain advanced knowledge of wealth structuring and financial advising within a regulatory and ethical framework shaped by current global markets.
Delivered fully online, the program offers the flexibility needed by working professionals while maintaining Columbia’s rigorous academic standards. Students benefit from live virtual sessions, asynchronous coursework, case studies, and faculty who are thought leaders in finance and taxation. Designed in collaboration with industry experts, the program ensures that graduates are prepared to advise diverse clients, integrate tax strategies into investment planning, and meet evolving compliance demands. With an emphasis on practical application and strategic insight, this program provides the tools to lead in an increasingly complex wealth management landscape.
Key information
Key Facts
- Program Title: Wealth Management (Online)
- 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: Taxation
- Language of Instruction: English
Program Structure
Year 1 – Core Principles in Wealth and Tax Strategy
- Fundamentals of Wealth Management
- Behavioral Finance and Client Communication
- Taxation and Estate Planning Fundamentals
- Investment Vehicles and Portfolio Construction
- Ethics and Regulation in Financial Advisory
Year 2 – Advanced Practice and Client-Centered Planning
- Trusts, Insurance, and Tax-Efficient Solutions
- Cross-Border and Multigenerational Wealth Planning
- Practice Management and Business Development
- Capstone Project in Strategic Wealth Advisory
Career Opportunities
Graduates of this program are well-prepared for senior positions in private wealth management, family office advisory, tax consulting, and financial planning services. Many assume roles such as wealth advisor, trust officer, portfolio strategist, or financial planning director at banks, investment firms, tax advisory groups, and independent RIA firms. Others transition into leadership roles within estate planning divisions, multi-family offices, or boutique financial consultancies, managing complex client needs across life stages and legal jurisdictions. The program’s applied focus and part-time design allow students to grow professionally while advancing academically, positioning them for long-term success in a competitive and regulated industry.
Why Choose This Program
This program is ideal for professionals who want to master the intersection of investment, taxation, and client strategy in a flexible, online learning environment. Columbia University’s Wealth Management MS stands out for its real-world relevance, faculty expertise, and focus on ethical practice. The curriculum combines academic rigor with practitioner insight, offering deep training in wealth structuring, financial psychology, and compliance. Students build lasting connections through a cohort model while gaining immediate value they can apply in their current roles. For those committed to delivering thoughtful, customized financial guidance in a rapidly evolving marketplace, this program delivers the advanced tools and credentials to lead with clarity and integrity.
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
