Admissions

Review the Wealth Management program qualifications below, and learn more about the application process, deadlines, and requirements.

As admissions to our programs are highly competitive, we encourage you to apply as soon as possible. 

Degree Program Qualifications

  • U.S. bachelor’s degree or international equivalent 
  • 2+ years of relevant work experience or equivalent 
  • Ability to demonstrate critical thinking and analytical skills  
  • Strong written and oral communication skills 
  • Interested in working in a collaborative, team environment 
  • Eager to contribute within a professional community 
  • Demonstrated commitment to a career in wealth management

How to Apply

Start your application and learn more about the application process, requirements, and deadlines.

Application Deadlines

You are strongly encouraged to submit your application as early as possible.

Find Answers to Common Questions

Explore our master's degree applicants FAQ.

Admitted Students

View important next steps to complete before your first day of class.

Wealth Management Advancing Diversity Fellowship 

For Incoming Fall 2025 Students

Admitted applicants to the Wealth Management M.P.S. program for the 2025-2026 academic year may be eligible for a partial or full-tuition fellowship. Columbia University's Wealth Management Advancing Diversity Fellowship is designed to retain and help accelerate the careers of high-caliber professionals who have a demonstrated commitment to promoting diversity, equity, inclusion, and accessibility in the wealth management industry and may have experienced and overcome adversity.

To be eligible for the fellowship, applicants must first apply to the Wealth Management M.P.S. program for entry in Fall 2025. Once the application to the program is submitted, a link to the optional fellowship application will be emailed to you.

To be considered for the Wealth Management Advancing Diversity Fellowship, completed fellowship applications must be submitted to the M.P.S. in Wealth Management program by June 1, 2025. Only students who are admitted to the M.P.S. in Wealth Management program will be considered for the fellowship. The fellowship recipient(s) will be announced by early July. Review the full admissions process by using the links below.

All who are interested may apply.

Watch the below video to learn why members of the first graduating cohort decided to fund this very important initiative, resulting in a full-tuition fellowship for a student entering the program in Fall 2022. 

Columbia University Advancing Diversity Wealth Management Fellowship Play

Center for Financial Planning Scholarships

The Center for Financial Planning administers scholarship programs to enable qualified individuals to start or complete the education requirement for attaining CFP® certification. Explore their scholarship programs at centerforfinancialplanning.org.

SPS Fellowships

The School of Professional Studies provides a limited amount of merit-based fellowship funding to new students each year. Merit-based fellowship funding is assessed on the basis of the application submitted for admission. No fellowship application is required and no supplementary materials may be submitted for consideration. All admitted applicants are considered for merit-based fellowship awards during the admissions cycle.