Wealth Management Workshop

The Wealth Management Workshop prepares students for careers in financial planning and wealth management. Specifically, it prepares students to take the Certified Financial Planner (CFP®) certification, which is the key gateway to such a career. Workshop members also receive professional development opportunities, including guidance and training with Kelley School of Business alumni and other professionals in the field. These professionals are in industries where the Workshop training is in high demand such as banks, insurance companies, brokerage house, and financial planning firms.