Program Summary

Investing/Wealth Management/Retirement Planning

CIP Code: 37.0106

Description: A program that prepares individuals to evaluate their personal financial health, establish financial planning strategies, and solve financial problems, based on their short term and long term financial goals. Includes instruction in asset management, estate planning, college savings, investment theory, insurance, real estate, retirement planning, and taxation. This CIP code is not valid for IPEDS reporting.