Wealth Management Major
Wealth Management is an advanced form of financial planning for individuals and families, and one of the key areas of opportunity in the financial services industry. The industry has become one of the strategic areas of growth and profits of the major banks, investment banks and specialist investment groups.
In this Major you will learn about:
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How to provide high net work individuals and families with tailored retail banking services
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Estate planning
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Legal resources
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Investment management
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Trust management
It is ideal for you if you are working or seeking to work for law, accounting or brokerage firms, large banks, trust departments or investment management firms.
Need more information? Submit an enquiry and a Student Adviser will contact you.
Subjects to Complete^
To graduate with a Graduate Diploma of Applied Finance with a Wealth Management Major, you must complete 8 subjects in total: 4 core subjects and 4 Wealth Management subjects.
To graduate with a Master of Applied Finance with a Wealth Management Major, you must complete 12 subjects in total: 4 core subjects, 4 Wealth Management subjects, 2 elective subjects and 2 compulsory subjects (FIN234 Strategic Management and FIN236 Quantitative Applications in Finance).
Wealth Management Subjects
Choose 4 of the following subjects. To view a subject outline, click on the name of the subject in the table below.
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Subject
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Availability (.pdf)
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Download the 2012 subject availability table (PDF)
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Download Majors table (PDF)
Core Subjects
To view Core Subjects and their outlines, please refer to the Course Map.
Elective Subjects
To view Elective Subjects and their outlines, please refer to the Course Map.
Can I Change My Mind?
If you begin to complete the Major but then change your mind, that’s ok, you can continue on and complete the Graduate Diploma or Master’s without a Major and enrol in subjects across a range of areas.
Other Majors Available
Not interested in completing the Wealth Management Major, but still want to specialise? Consider one of the following other Majors available.
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Financial Planning (as part of the Master’s only)
- Investment Management
^Please note that Kaplan Professional reserves the right to alter subject content and assessment as market needs dictate and to withdraw or postpone subjects. Where new subjects are under development final content and assessment will be confirmed prior to enrolment opening for those subjects.