Wealth Management

The Future of Wealth Management Starts Here

Join Columbia University’s Master’s in Wealth Management program, the Ivy League’s only CFP Board Registered Program.

Ready to advance your career with Columbia University? Get more information:

Columbia University’s Master’s in Wealth Management

The wealth management industry is at an inflection point. Gain the knowledge and skills to have an immediate impact in the workplace now and the strategies and tools to successfully navigate a wealth management firm through changes in the coming decade. This CFP Board Registered Program is designed to help students meet the educational requirements for CFP® certification.

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Program at a Glance

“The best thing about the program is its immediate applicability.

–Drew H., ’22SPS, Wealth Management


16-months, asynchronous instruction
Fall enrollment

In this program, you will:

Gain Core Investing and Planning Skills

Industry experts and leaders teach a cutting-edge curriculum that focuses on problem-based learning with real-world, client-driven applications of concepts and tools.

Learn to Enhance Client Relationships

Practice applying advanced theory in client psychology and communication to relevant client scenarios and contexts, and learn to advise on an array of financial and life-planning situations.

Articulate Emerging Trends

Learn how to proactively respond to new developments in the field, and understand and utilize evolving technology in wealth management.