Asset and Wealth Management Pathway

Overview

Asset and Wealth Management (AWM) involves managing financial assets for institutions and private individuals, incorporating investment strategies, financial planning, and wealth preservation. The AWM curriculum pathway equips students with skills for both institutional asset management and private wealth management. It includes courses on portfolio strategies, client relationship management, and emerging areas like fintech. By addressing the needs of diverse clients and embracing technological advances, this pathway prepares students to excel in the dynamic AWM sector, ensuring they are ready for current and future financial challenges.

Related Research Center

Heilbrunn Center for Graham & Dodd Investing

Course Catalog

Explore Asset and Wealth Management courses in the Course Catalog

Pathway Breakdown

Foundational Courses

  • Core: Foundations of Valuation (B6301/B5301, 1.5 credits)
  • Core: Financial Accounting (B6001/B5001, 3 credits)
  • Foundational Elective: Capital Markets & Investments (B8306/B7306, 3 credits)*


* = Prerequisite for electives

Asset Management Electives

  • Alternative Assets in Institutional Portfolios (B8396, 1.5 credits)
  • Asset Management (B8323, 3 credits)
  • Managing Large Asset Pools for Families and Institutions (B8361, 3 credits)
  • Practice of Wealth Management for High-Net-Worth Clients (B8461, 3 credits)
  • The Business of Asset Management (B8324, 1.5 credits)

Specialized Electives

  • Financial Statement Analysis & Valuation (B8009/B7009, 3 credits)
  • Fintech: Consumer Financial Services (B8255/B7255, 3 credits)
  • The Psychology and Economics of Consumer Finance (B8744, 3 credits)
  • Global Macroeconomic Investing (B8213/B7213, 1.5 credits)
  • Advanced Global Macroeconomic Investing (B8371, 1.5 credits)

Capstone

  • Seminar in Wealth Management: Investing for Family Offices, Endowments and Foundations (B8458, 3 credits)