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George Mason UniversitySchool of Business

Financial Planning and Wealth Management Concentration

This hybrid area of finance and accounting is diverse, encompassing concepts and techniques used by individuals and businesses to minimize taxes, plan for wealth transfers, form a financial plan, and design savings plans for retirement.

As a George Mason University financial planning and wealth management concentration student, you will learn:

  • Asset Valuation
  • Estate Planning
  • Retirement Planning
  • Managing Client’s Portfolios
  • Tax Management and Minimization
  • Correct Insurance Products for a Client
  • Portfolio Construction
  • Behavioral Finance
  • Financial Planning