The mission of the Master in Management - Holistic Wealth Management (MMWM) is to prepare students for careers in wealth management and sit for the Certified Financial Planner exam, where they will learn fiduciary responsibilities in the execution and planning of their clients' financial resources.

Program Goals

  1. Lead and manage with in-depth knowledge in key areas of finance, human resources, operations, and strategy.
  2. Exercise character and ethics in decision making.
  3. Communicate effectively across the global business landscape.
  4. Think and act both tactically and strategically in complex business situations.
  5. Behave as a fiduciary in the management of clients' assets.

Student Learning Outcomes

  1. Apply excellent moral character and professional ethics to the practices of an organization.
  2. Communicate effectively through writing, speaking, listening, and electronic media by using the language of business coupled with interpersonal and communication skills to lead organizational groups in a physical or virtual presence.
  3. Critically evaluate, analyze, and interpret information concerning human, intellectual, technological, and material resources to solve problems and make business decisions occurring in both structured and non-structured environments. (Program Goal 4)
  4. Exhibit a rigorous understanding of core business operations reflecting an integration of functional perspectives. (Program Goal 1)
  5. Utilize methods which foster innovation in organizations and respond effectively to new circumstances, enabling organizations to realize the impact on products and processes. (Program Goals 3 and 4)
  6. Acquire and utilize knowledge of behavioral, policy, and strategic issues to improve the effectiveness of the organization. (Program Goal 1)
  7. Serve as a fiduciary when managing the financial interests of clients. (Program Goal 5)
  8. Acquire a broad knowledge of concepts in financial planning in order to sit for the Certified Financial Planner exam. (Program Goal 5)