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Wealth Planning

Graduate Badge

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. 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.

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.

Seidman College of Business

gvsu.edu/seidmangrad
50 Front Ave SW, suite 1031
(616) 331-7400

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
$ 48,864.41 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.

Earnings statistics
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 skills
  • Reading Comprehension
  • Active Listening
  • Critical Thinking
  • Speaking
  • Monitoring
Earnings statistics
Annual 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 skills
  • Critical Thinking
  • Reading Comprehension
  • Active Listening
  • Speaking
  • Writing
Earnings statistics
Annual Earnings Percentile
$ 47,007.99 10%
$ 53,060.80 25%
$ 66,164.80 50%
$ 92,539.20 75%
$132,475.20 90%

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
$ 50,881.57 10%
$ 63,328.47 25%
$ 81,726.37 50%
$110,811.04 75%
$152,787.08 90%

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Top skills
Earnings statistics
Annual Earnings Percentile
$ 60,864.07 10%
$ 77,114.22 25%
$100,961.43 50%
$135,456.69 75%
$187,055.99 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
$ 84,854.33 10%
$116,561.63 25%
$159,713.27 50%
$213,330.56 75%
$334,382.12 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
$ 53,435.20 10%
$ 66,788.80 25%
$ 90,396.80 50%
$127,212.79 75%
$171,537.60 90%
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Page last modified May 28, 2025