Wealth Planning
Graduate Badge
Grand Rapids • Online • Face to face • Online • 6 Credits
Wealth 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.
Overview
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.
- Offers a flexible format which allows you to balance studies with other commitments.
- Allows for credentials that 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.
Admission Information
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:
- Declare your badge via myBanner. Login to Banner Self-Service, click on Student, Student Records, Add a Certificate or Badge to your Program, Select the appropriate badge from the drop down list, and click Submit.
- Speak with the appropriate badge coordinator to ensure criteria are being met. You will be able to track your progress toward the badge in myPath as well!
- Once you are done with the requirements, apply to receive the badge via myBanner.
- Once the completion of your badge has been verified, the badge will be posted to your student record and will be viewable on your transcript. In addition, your digital badge will be posted on Credly.com.
Career Opportunities
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 skills- Reading Comprehension
- Critical Thinking
- Active Listening
- Speaking
- Judgment and Decision Making
Earnings statistics
| Annual Earnings | Percentile |
|---|---|
| $ 48,805.51 | 10% |
| $ 61,191.77 | 25% |
| $ 77,463.63 | 50% |
| $102,634.81 | 75% |
| $137,707.17 | 90% |
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Earnings statistics
| Annual Earnings | Percentile |
|---|---|
| $ 60,334.89 | 10% |
| $ 74,320.89 | 25% |
| $ 90,503.51 | 50% |
| $113,880.30 | 75% |
| $147,469.95 | 90% |
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Top skills- Reading Comprehension
- Active Listening
- Critical Thinking
- Speaking
- Monitoring
Earnings statistics
| Annual Earnings | Percentile |
|---|---|
| $ 78,037.47 | 10% |
| $103,143.36 | 25% |
| $133,542.96 | 50% |
| $174,450.76 | 75% |
| $240,519.84 | 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 skills- Critical Thinking
- Reading Comprehension
- Active Listening
- Speaking
- Writing
Earnings statistics
| Annual Earnings | Percentile |
|---|---|
| $ 47,008.00 | 10% |
| $ 53,060.80 | 25% |
| $ 66,164.79 | 50% |
| $ 92,539.19 | 75% |
| $132,475.19 | 90% |
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GVSU Students Receive Offers Before Graduation
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Scholarships
Grand Valley State University offers a wide variety of merit-based
scholarships. For information on all of the scholarships that are
available to students, please visit Scholarships at GVSU.
Grand Valley offers myScholarships
(a scholarship matching tool) to help admitted students match
with GVSU scholarships, as well as external scholarship opportunities.
myScholarships will prompt you to answer questions to help match you
to scholarships for which you might qualify.
The L. William Seidman Center
The center of all things business at Grand Valley, the L. William Seidman Center houses the Seidman College of Business and features multipurpose room for lectures and events, a state-of-the-art trading room, and student collaboration and study spaces.
Graduate Assistantships
Seidman College offers several assistantships for full-time graduate students (enrolled in at least 9 credit hours/semester) in good academic standing. Full-time graduate assistantships require a 20-hour per week work assignment for 16 weeks per semester. GA's receive tuition credit for up to 9 credits and receive a $4,000 stipend each semester (fall and winter).
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