Master in Management - Holistic Wealth Management

The Master in Management – Holistic Wealth Management is a 30 credit hour degree program offered in a hybrid format.

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The Master in Management – Holistic Wealth Management (MMWM) degree is a 30 credit hour program that prepares graduates for a career in any aspect of leadership and managerial roles in the wealth management industry. Students have the opportunity to explore and learn ethical and effective leadership and management processes or behaviors that are applicable to any wealth management related industry.

In order to qualify for the MMWM program, the student must have earned a bachelor’s degree in a related field from an accredited institution. Candidates are required to have a 2.75 or higher undergraduate cumulative GPA.

The MMWM program’s goal is to prepare students for careers in wealth management and to help them learn fiduciary responsibilities in the execution and planning of their clients’ financial resources.

Why MMWM Program?

With an increasingly aging population, there is a growing interest in managing one’s assets whether that is through investments, savings, insurance, taxation, education funding, and/or estate planning. This holistic program is designed to develop fiduciary skills and ethical behaviors through responsible financial planning.

Due to scandals and fraud over the last decade, trust in financial institutions has waned; the need for financial service firms and their advisors that are genuinely interested in servicing their clients' individual needs instead of a cookie-cutter one size fits all approach is paramount. Holistic Wealth Management is based on a fiduciary relationship in which the advisor, similar to an attorney, is obligated to act in their clients' best interest. The holistic approach is based on building a relationship and tailoring individual portfolios that meet clients' short and long-term needs. The benefits derived from the holistic approach to wealth management include:

  • creating a financial plan for clients that evolves as their lifestyle changes
  • the ability to quickly deal with an unexpected situation in order to minimize financial loss of clients
  • improved client satisfaction, which leads to retention of current and recruitment of new clients

For further information, contact GradStudies@dbq.edu or call 563.589.3246