Wealth Management Minor
Department website: https://www.mccombs.utexas.edu/undergraduate-programs/bba-business-minors/
This minor will equip students with the perspectives, conceptual knowledge, and analytical skills necessary to participate successfully in myriad aspects of the wealth management industry, including offering financial planning services to individual and institutional investors. The minor is open to undergraduate students in the Business School and Economics majors who are pursuing the Business Economics Options Program (BEOP). The minor is also designed to help students prepare for participation in the Certified Financial Planner (CFP) certification program.
Admission
Admission to the minor is restricted to students who have declared a business major and economics majors who are pursuing the Business Economics Options Program (BEOP). Admission is based on students’ overall academic record, including but not limited to hours and rigor of courses taken in residence, demonstrated interest, and University grade point average.
Total Hours Required: 18
Requirements
Requirements are listed in the table below. Additional requirements may follow the table, so be sure to read the entire page. Some required courses listed below may also satisfy General Education requirements, including Core Curriculum. Students should also review the University's Undergraduate Minor and Certificate Requirements and Policies.
| Code | Title | Hours |
|---|---|---|
| ACC 364 | Fundamentals of Taxation | 3 |
| or ACC 355 | Introduction to Taxation | |
| ACC 372T.11 | Financial Planning for Wealth Management | 3 |
| or FIN 372T.11 | Financial Planning for Wealth Management | |
| FIN 367 | Investment Management | 3 |
| Elective Courses | ||
| Hours chosen from: | 9 | |
| Theories of Persuasion | ||
| Money and Capital Markets | ||
| Portfolio Analysis and Management | ||
| Intergenerational Wealth Transfer | ||
| Brand Management | ||
or MKT 354.7 | Consumer Behavior in a Digital World | |
or MKT 372T.21 | Strategic Product Management | |
| Property-Liability Risk Management and Planning | ||
| Total Hours | 18 | |
Additional Requirements and Policy
- The nine elective hours must be different from courses taken for the students’ major; these nine hours cannot simultaneously satisfy any degree requirements except free electives only. Students should carefully choose electives from a field of study different than their major, and should consult their academic advisor.
- Other courses may be considered for substitution, as approved by the Wealth Management Minor Committee.