Wealth Planning
Graduate Badge
Online • Face to face • Online
• 6 CreditsGraduate Badge
Online • Face to face • Online
• 6 CreditsWealth planning is the process of strategically managing and organizing an individual's financial resources to achieve long-term financial goals, including estate planning, tax optimization, and investment management.
Grand Valley State University's wealth planning graduate badge program offers advanced training in tax research and planning for estates, gifts, and trusts. With flexible face-to-face and online formats, the 6-credit program prepares students for specialized roles in wealth planning.
The curriculum includes courses on fiduciary income tax and advanced estate and gift taxation. These courses cover the taxation of income from trusts and estates, tax planning strategies for high-net-worth individuals, and recent tax law changes, providing a comprehensive understanding of both theoretical and practical aspects.
Studying this program at GVSU enhances your marketability with specialized skills valued by employers in tax and wealth management. The flexible format allows you to balance studies with other commitments, and the credentials can be stacked towards a master's degree in taxation, opening up new career opportunities in a growing field.
A digital badge, or badge, is a record of achievement that recognizes a student's completion of a coherent and meaningful academic experience. GVSU offers both credit and non-credit bearing badges as digital credentials. Credit-bearing badges include anywhere from 0.5 to 15 academic credits and may include additional noncredit criteria. Credit-bearing badges are also posted to the academic transcript.
Completion of a bachelor's degree in accounting is required for admission; you must submit an official transcript from your baccalaureate degree granting institution. To start your application, click here.
For current GVSU students:
Seidman College of Business
gvsu.edu/seidmangrad
50
Front Ave SW, suite 1031
(616) 331-7400
Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.
Top skillsAnnual Earnings | Percentile |
---|---|
$ 48,864.41 | 10% |
$ 61,208.05 | 25% |
$ 77,598.98 | 50% |
$102,762.02 | 75% |
$137,758.40 | 90% |
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Annual Earnings | Percentile |
---|---|
$ 60,538.73 | 10% |
$ 74,478.18 | 25% |
$ 90,704.55 | 50% |
$113,985.14 | 75% |
$147,199.12 | 90% |
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Top skillsAnnual Earnings | Percentile |
---|---|
$ 78,135.58 | 10% |
$103,249.39 | 25% |
$133,776.39 | 50% |
$174,867.71 | 75% |
$241,051.49 | 90% |
Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.
Top skillsAnnual Earnings | Percentile |
---|---|
$ 47,007.99 | 10% |
$ 53,060.80 | 25% |
$ 66,164.80 | 50% |
$ 92,539.20 | 75% |
$132,475.20 | 90% |