Wealth Management Minor
Salve Regina University's minor in wealth management introduces students to the principles of managing financial assets for individuals, families and institutions. In the process, they learn the tools, frameworks and standards used by wealth managers, financial planners and investment professionals worldwide.
Coursework emphasizes goals-based financial planning, investment and portfolio construction, retirement planning, risk management and tax-aware decision-making. Through case studies, portfolio analysis and practical exercises, students learn how financial professionals help clients build, preserve and transfer wealth across generations.
The curriculum introduces concepts central to leading professional credentials such as the Certified Financial Planner (CFP) designation, widely recognized as the standard for professional financial planning, as well as the Chartered Financial Analyst (CFA) program in investment management.
In addition to developing technical skills, students build critical thinking, communication and ethical decision-making abilities while connecting with faculty and industry professionals who provide mentorship throughout the program.
CFA Institute
Our program incorporates elements of the CFA Institute's Candidate Body of Knowledge, including ethics, professional standards and investment analysis. Students explore topics covered on the CFA Program Level I exam, the first step toward one of the most respected credentials in the investment profession. The CFA Institute is a global nonprofit that promotes ethics, education and professional excellence within the investment management industry.
Investment Club
Students in the Investment Club apply classroom knowledge through virtual trading platforms by analyzing market trends, evaluating investment strategies and monitoring portfolio performance. They compete in the CFA Institute Research Challenge, a global competition where students analyze publicly traded companies and present investment recommendations to industry professionals. Selected students also travel to Chicago for the National Student Managed Investment Fund conference and competition.
Career Paths in Wealth Management
The minor prepares students for careers in private wealth management, asset management, financial planning, banking and related financial services fields.
Possible career paths include:
- Estate planner
- Financial advisor
- Investment manager
- Investment sales
- Portfolio manager
- Relationship manager
- Securities analyst
- Trust officer
- Wealth manager/analyst
Degree options
Minor in wealth management
The minor in wealth management introduces the principles of managing financial assets for individuals, families and institutions. Wealth management requires the consideration of client objectives, risk tolerance and constraints within the context of investment policy development as well as a deep understanding of investment instruments, asset classes and portfolio theory. Students actively engage in the planning process for various client types and create and monitor multi-asset class portfolios designed to fulfill their objectives.
Meet Our Wealth Management Faculty
Our wealth management faculty bring extensive career experience to the classroom, along with a dedication to mentoring and collaboration within the context of Salve’s mercy mission.
