Graduate Certificate in Investment and Private Wealth Management

Program Overview

The Graduate Certificate in Investment and Private Wealth Management at Rutgers School of Business–Camden prepares students to build, manage, and analyze investment strategies tailored to individual client needs. This program emphasizes the challenges and unique circumstances faced in personal financial planning and equips students with the tools to design effective wealth management strategies.

Students will gain in-depth knowledge of securities markets, portfolio management, insurance, tax planning, estate planning, and innovations in private wealth management. The curriculum blends financial theory with practical applications, ensuring graduates are ready to meet the demands of today’s investment firms and brokerages.

Why Choose This Program?

• Comprehensive Curriculum: Covers financial management, investment strategies, behavioral finance, and estate planning.
• Ethics-Focused: Emphasizes ethical standards and critical thinking in financial planning.
• Flexible Course Options: Includes electives such as Behavioral Finance, Insurance and Estate Planning, and Tax Planning.
• Industry-Relevant Skills: Learn advanced analytical techniques used by financial professionals.

Career Opportunities

Graduates of the Investment and Private Wealth Management Certificate program are prepared for roles such as:

• Investment Manager
• Financial Planner
• Wealth Management Advisor
• Portfolio Analyst

Average Salary: Over $137,000 for Investment Managers (Source: Indeed, 2025)