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Master of Professional Studies in Wealth Management

Part-Time

The goal of the Master of Professional Studies in Wealth Management is to prepare the next generation of advisors who work with high-net-worth individuals, foundations, and endowments to grow and manage wealth. Coursework is completed via Columbia’s flexible online learning platform along with two in-person, 2-3-day sessions, one in fall in New York City and the other in spring at the exclusive Forbes/Shook Top Advisors Summit in Las Vegas.The program requires 30 points and takes up to two years to complete. Only fall entry is available.

At a Glance


In This Master’s Program, You Will…

  • Build expert knowledge of U.S. markets, policy, and law in order to become a wealth advisor in the U.S.
  • Learn core investment skills and best-in-field solutions from industry experts and leaders.
  • Master working closely with individuals, institutions, and family offices to create and maintain investment management strategies.
  • Learn to identify client needs and respond with best in-field solutions.
  • Prepare for career acceleration by creating a cohesive business plan under faculty supervision.
  • Receive one-on-one mentoring from program faculty and staff, who are experts on and leaders in the world of wealth management.
  • Understand and apply evolving technology in the wealth management field.
  • Understand and respond to the demands of a changing industry and evolving regulatory measures.
  • Learn a holistic goals-based approach to investment planning.
  • Engage in coursework aligned with the skills needed to pass the Certified Financial Planner (CFP®) exam.


Program Features Include…

  • A world-class curriculum with real-world emphasis that focuses on both foundational and cutting-edge knowledge in order to immediately accelerate your career.
  • A preeminent scholar-practitioner faculty that includes leading wealth management professionals who bring their insights and experience into the classroom.
  • Access to an extensive professional network of leading wealth managers, thought leaders, faculty, and alumni, as well as career development services and professional development opportunities.
  • A flexible format for working professionals with online, self-paced coursework that is supplemented by two in-person, 2-3-day sessions, one in fall in New York City and the other in spring at the exclusive Forbes/Shook Top Advisors Summit in Las Vegas.
  • An Applied Research Project that serves as a business plan and comprehensive financial plan for a sample individual and institution.
  • An opportunity to take the Security Industry Essentials Exam (SIE), a new Financial Industry Regulatory Authority (FINRA) exam for prospective securities industry professionals.
  • CFP® Board-registered, the highest industry standard for excellence.

Who Should Apply?

  • Individuals who wish to advance their knowledge of financial markets, U.S. policy, tax laws, rules, and regulations as they pertain to wealth management in the U.S.
  • Career-changers or individuals with two or more years of professional experience who plan to become wealth managers.
  • Fund managers and other finance/investment professionals who plan to become wealth advisors.
  • Current wealth management advisors, including family offices, looking to train current team members to become advisors.
  • Wealth advisors who would like to start their own Registered Investment Advisor

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Sample Core Courses

  • Foundations of Wealth Management: Accounting and Finance
  • Estate Planning
  • Retirement and Insurance
  • Portfolio Management
  • Psychology of Investment Decisions and Client Relationship Management

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Frequently Asked Questions

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