Online Wealth Management Graduate Certificate
Advance Your Career in Wealth Management
At a Glance
The online Wealth Management Graduate Certificate prepares finance professionals with the advanced investment expertise, analytical skills, and strategic foundation needed to build client-aligned portfolios, lead with clarity, and drive meaningful results in today’s complex wealth management landscape.
Offered through the AACSB-accredited OU Price College of Business, the Wealth Management certificate is designed for driven finance professionals ready to deepen their investment expertise, sharpen their client management skills, and accelerate their careers in wealth management.
To learn more about this certificate, contact the Price Graduate Programs office at Price.Graduate.Programs@ou.edu.
100% Online
Time to Complete:
12 months
Credit Hours:
12
Time Commitment:
10 to 20 Hours Weekly
start dates
Fall, Spring
cost
The online Wealth Management Graduate Certificate equips you with practical tools you can apply immediately.
Tuition and fees for the online Wealth Management Graduate Certificate are $12,180 ($1,015 per credit hour). Books and materials are not included. There is no application fee or deposit for this certificate.
About the Online Graduate Certificate in Wealth Management
As lifespans grow longer and individuals take on greater responsibility for their own financial futures, the demand for skilled, knowledgeable wealth management professionals has never been higher.
The University of Oklahoma’s Wealth Management Graduate Certificate is a fully online program designed for working professionals who want to deepen their expertise and advance their careers in retirement planning, insurance, investment planning, real estate finance, and related fields.
Delivered through OU’s AACSB-accredited Price College of Business, the curriculum equips you with practical tools you can apply immediately to guide clients through complex financial decisions, manage risk, and lead with confidence across the full spectrum of financial services. The coursework also covers many of the topics found on key industry licensing and certification exams, including the Securities Industry Essentials (SIE), Series 7, Series 65, and Series 66 exams, as well as the Certified Financial Planner (CFP) exam.
This flexible, 100% online certificate with interactive synchronous evening sessions prepares you to accelerate your career, whether you’re advancing within a financial advisory role, building a client practice, or expanding your expertise across wealth and retirement planning.
In addition, the 12 credit hours you earn through the Wealth Management Graduate Certificate are fully transferable (subject to time limits) as electives into OU’s online MBA or other graduate degree programs within business or across OU, allowing you to build momentum now and potentially shorten the time required to complete your master’s degree if you choose to continue.
To learn more about this certificate, contact the Price Graduate Programs office at Price.Graduate.Programs@ou.edu.
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Course Details
The Wealth Management Graduate Certificate features a focused curriculum that explores a wide range of topics including retirement and insurance planning, investments, real estate finance, and fixed income securities. Whether you're stepping into a wealth management role or expanding your expertise across financial services, this curriculum equips you with the strategic knowledge and hands-on skills to optimize client portfolios, manage risk, and lead with confidence.
Core Courses
- Retirement Planning (2)
- Insurance Planning (2)
- Investments (2)
- Financial Intermediation and Banking (2)
Elective Courses (Choose 2)
- Fixed Income Securities and Markets (2)
- Real Estate Finance and Investments (2)
- Financial Modeling (2)
- Financial Management (2)
Expand each course below to view more about the topics covered and how they prepare you for leadership in wealth management.
Course Structure
You’ll earn 12 credit hours across six courses. Each semester is divided into two modules, and you’ll take two courses in each module (4 courses per semester). Spring and Fall courses run for 8 weeks. Summer semester courses run for 7 weeks. Synchronous and asynchronous courses allow for engaging discussions while you gain the knowledge needed to compete in a growing industry.
CORE COURSES (8 HOURS)
Retirement Planning
Credit Hours: 2
This course is designed to provide students with an overview of retirement planning needs, products, retirement plans, tools, and strategies used by financial professionals to help individuals, families, and companies choose and implement an effective retirement planning strategy. CFP exam topics pertaining to Retirement Planning will be covered in this course.
Insurance Planning
Credit Hours: 2
This course provides an analysis of risk management concepts, tools, and strategies for individuals and businesses, including life insurance and annuities, property and casualty insurance, liability insurance, accident, disability, health and long-term care insurance, and government-subsidized programs. CFP exam topics pertaining to insurance planning will be covered in this course.
Investments
Credit Hours: 2
The purpose of this course is to provide the fundamentals of investment analysis. This course will place an emphasis on topics such as risk and return, asset pricing models, portfolio theory, hedge funds, behavioral finance, bond valuation, introduction to futures markets and options, and basics on financial instruments and trading of securities.
Financial Intermediation and Banking
Credit Hours: 2
This course will introduce you to the types and roles of financial intermediaries and the monetary system and how their association leads to the market phenomena we observe today. We are interested in the management of risk and management of issues concerning adverse selection and moral hazard. Part of the course will be devoted to financial crises and their effects.
Choose two courses from of the following:
Fixed Income Securities and Markets
Credit Hours: 2
The aim of this course is to develop an intellectual and practical understanding of the principles governing the valuation of fixed income securities and their derivatives, the main problems and issues relevant in the management of interest rate risk, and the organization and structure of debt markets, all from the perspective of fixed income fund management.
Real Estate Finance and Investments
Credit Hours: 2
The course introduces students to the fundamentals of real estate and real estate finance. The class reviews the time value of money, and explores in more depth quantitative computational principles, underwriting analysis, and the ultimate source of funds for real estate finance. Focus is on the legal, economic, quantitative, and strategic elements of the real estate finance and investing process.
Financial Modeling
Credit Hours: 2
The application of quantitative concepts in financial modeling using Excel. Students will become proficient in Excel and use it in building financial models. In addition, students will gain a working knowledge of quantitative concepts such as corporate valuation, portfolio theory, and Monte Carlo methods.
Financial Management
Credit Hours: 2
The goal of this course is to provide a working knowledge of fundamental concepts in financial management and the ability to apply these concepts to real-world problems. The student should learn the following subjects: time value of money, interest rates, risk and return, stock and bond valuation, cash flow analysis, and capital budgeting
Why Choose OU Online for Wealth Management
OU Online delivers high-quality, affordable undergraduate and graduate programs designed for working professionals. With flexible, fully online formats and instruction from a top-tier public university, you’ll gain the skills and credentials to advance your career without putting it on hold.
Explore what it takes to thrive in the world of wealth management, where retirement planning, investment strategy, and client-focused financial guidance are essential skills for professionals ready to lead in an industry built on trust, expertise, and long-term thinking.
Faculty Expertise
Learn from Price College faculty and seasoned wealth management professionals who combine academic rigor with real-world experience and cutting-edge insight into investment strategy, financial planning, and high-level client relationship management across the financial services industry.
Robust Student Support
OU Online offers robust student support services, including academic support, online tutoring, mental health counseling, and an online career development center. The program accommodates the needs of working professionals, allowing you to expand your skills while maintaining full-time employment.
Global Alumni Network
With more than 250,000 alumni across the world, becoming a Sooner means you’ll have access to a strong network of wealth management professionals to accelerate your career. As a Sooner, you’ll be part of a powerful network of leaders working in organizations across the world, helping you expand your career in wealth management.
Flexible Format
The online Wealth Management Graduate Certificate offers a flexible format built for working professionals across the globe. Earn your certificate in as few as 12 months while maintaining full-time employment and managing personal commitments. Study from anywhere and gain specialized expertise in wealth management that sets you apart in a competitive industry.
Tailored Experience
Move through the program with a small, focused cohort of professionals who share your passion for wealth management. Engage in dynamic online discussions with faculty and peers while building a powerful network within the industry. Learn to lead, collaborate, and thrive in one of the world’s most complex and innovative sectors.
Cost and Financial Aid
Earning your Wealth Management Graduate Certificate is an investment in your future—and OU Online is committed to making that investment as accessible and transparent as possible.
Tuition and fees for the program are $12,180 ($1,015 per credit hour). Books and materials are not included. There is no application fee for this degree.
*Please be aware that tuition and fees may change, as determined by the Oklahoma State Regents for Higher Education.
