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

This concentration is certified by the CFP Board. This means that by completing the degree, you will be able to sit for the CFP certification. In addition, the degree prepares you for a career as financial planner by connecting you with CFP professionals in the DC area to gain real world experience with your capstone class in the program.