The Master in Management - Holistic Wealth Management (MMWM) is a 30 credit hour degree program offered in a hybrid format.

Curriculum

Required Courses (30 credits):

  • KFP 511: General Financial Planning Principles, Professional Conduct, and Regulation (2)
  • KFP 512: Risk Management, Insurance, and Employee Benefits Planning (2)
  • KFP 513: Investment Planning (2)
  • KFP 514: Income Tax Planning (2)
  • KFP 515: Retirement Savings and Income Planning (2)
  • KFP 516: Estate Planning (2)
  • KFP 517: Financial Plan Development (2)
  • BUS 602: Managerial Finance (3) Fall
  • BUS 620: Managing the Business Culture (3) Spring OR COM 620: Intercultural Communication
  • BUS 665: Analytics for the Business Environment (3) Fall
  • BUS 626: Strategic Implementation (3) Spring
  • BUS 680: Holistic Wealth Management (4) - CAPSTONE/WENDT Summer

Two-Year Plan

Year One

Fall Session I

  • BUS 602: Financial Decision Making

Fall Session II

  • BUS 665: Analytics for the Business Environment

Spring Session I

  • BUS 620: Managing the Business Culture

Spring Session II

  • BUS 626: Strategic Implementation

Summer Session

  • KFP 511: General Financial Planning Principles, Professional Conduct, and Regulation

Year Two

Fall

  • KFP 512: Risk Management, Insurance, and Employee Benefits Planning
  • KFP 513: Investment Planning
  • KFP 514: Income Tax Planning

Spring

  • KFP 515: Retirement Savings and Income Planning
  • KFP 516: Estate Planning
  • KFP 517: Financial Plan Development 

Summer Session

  • BUS 680: Holistic Wealth Management