Widener University

What you'll study

The programme blends core finance theory with practical applications in financial planning and wealth management. Students typically follow a curriculum that covers corporate finance, investments, financial statement analysis, and quantitative methods, alongside specialised courses in financial planning, retirement planning, tax-efficient investing and ethics.

Core topics and modules

• Corporate Finance and Capital Budgeting
• Investment Analysis and Portfolio Management
• Financial Statement Analysis and Valuation
• Financial Modelling and Quantitative Methods
• Risk Management and Derivatives
• Financial Planning: retirement, estate and tax considerations
• Ethics and Regulatory Environment in Financial Services
• Capstone Project or Applied Practicum integrating technical and client-facing skills

Courses emphasise hands-on work: case studies, Excel modelling, use of financial databases, client simulation exercises and a capstone or practicum that applies classroom learning to real-world problems. Options or electives often allow deeper focus on topics such as fixed income, alternative investments, fintech and advanced valuation.

Entry requirements

Applicants are normally expected to hold a recognised bachelor’s degree. A degree with quantitative content (finance, economics, mathematics, engineering or a related discipline) is advantageous, but applicants from other backgrounds may be admitted if they demonstrate quantitative aptitude.

• Academic transcripts from undergraduate study
• Current résumé or curriculum vitae
• Personal statement outlining goals and relevant experience
• Letters of recommendation (typical requirement: one or two)
• Standardised test scores (GMAT/GRE) may be requested but can be waived for candidates with substantial professional experience or a strong academic record
• Proof of English language proficiency for applicants whose first language is not English (accepted tests include TOEFL or IELTS)

Relevant professional experience in finance, accounting or related fields can strengthen an application; the admissions team reviews applications holistically. Prospective students are encouraged to contact the programme office to discuss individual circumstances and pathways into the programme.

Career prospects

Graduates enter a wide range of roles in the financial services sector and corporate environment. Typical career destinations include:

• Financial analyst or corporate finance associate in corporations or consulting firms
• Investment analyst, portfolio manager or research associate at asset management firms
• Financial planner or wealth management advisor in private client practices and banks
• Risk management or compliance roles within financial institutions
• Client-facing roles in financial advisory firms and family offices

The programme also prepares students for professional credentials such as the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) exams by covering relevant technical content. Graduates often progress into senior technical or client relationship roles, or continue into further study depending on career goals.

Why study at Widener University

Widener combines a practice-focused curriculum with small classes and faculty who bring both academic and industry experience to teaching. The programme’s applied components — such as a capstone, practicum or client simulation — link classroom learning with real financial problems and prepare students for the practical demands of financial careers.

Located within easy reach of a major metropolitan financial market, Widener offers networking opportunities with alumni and regional employers, and access to university career services that support internship and job placement. The programme’s flexible delivery options and part-time pathways make it suitable for working professionals seeking to advance technical skills while remaining employed.