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My LER
My LER
  1. Programs
  3. WEALTH MANAGEMENT

WEALTH MANAGEMENT

University of Oklahoma-Norman Campus

Post-Master's CertificateCIP: 52.0804

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

No description available.

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

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Locations

Where this program is offered

  • Norman, Oklahoma

    660 Parrington Oval, Norman, Oklahoma, 73019-3072

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 41-3031.00

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingActive LearningWritingService OrientationComplex Problem SolvingMonitoringJudgment and Decision MakingPersuasionInstructingLearning StrategiesMathematics

Knowledge

English LanguageMathematicsCustomer and Personal ServiceEconomics and AccountingEducation and TrainingSales and MarketingAdministration and ManagementAdministrativePsychology

Abilities

Oral ComprehensionOral ExpressionDeductive ReasoningWritten ComprehensionWritten ExpressionProblem SensitivityInductive ReasoningSpeech ClaritySpeech RecognitionNear VisionInformation OrderingNumber Facility

Tasks

  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Prepare and deliver lectures to undergraduate or graduate students on topics such as financial accou
  • Evaluate and grade students' class work, assignments, and papers.
  • Initiate, facilitate, and moderate classroom discussions.
  • Calculate clients' available monthly income to meet debt obligations.
  • Explain services or policies to clients, such as debt management program rules, advantages and disad
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, finan
  • Analyze financial information obtained from clients to determine strategies for meeting clients' fin
  • Answer clients' questions about the purposes and details of financial plans and strategies.

Technology

Financial analysis softwareCustomer relationship management CRM softwareWord processing softwareInformation retrieval or search softwareElectronic mail softwareDesktop communications softwareObject or component oriented development softwareTransaction server softwareComputer based training softwareCalendar and scheduling softwareNetwork conferencing softwareData base user interface and query softwareDocument management softwareCompliance software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesMobile computing devicesMulti-line telephone systemsNotebook computersPersonal computersPhotocopying equipmentTablet computersCarousel slide projectorsCompact digital camerasCompact disk CD playersComputer laser printersComputer projectorsConference telephonesDigital calculatorsDigital video camerasDigital video disk DVD playersHandheld microphonesInteractive whiteboard controllersInteractive whiteboardsFinancial calculatorsInkjet printersLaser printersPersonal digital assistants PDA

Work Values

AchievementWorking ConditionsIndependenceRelationshipsRecognitionSupport
Career Pathways

Occupations this program prepares you for

  • Securities, Commodities, and Financial Services Sales Agents41-3031.00
  • Business Teachers, Postsecondary25-1011.00
  • Credit Counselors13-2071.00
  • Personal Financial Advisors13-2052.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: advanced (Level 4)(based on Post-Master's Certificate)

  • Firm-wide trading strategy — set the directional framework for securities and commodities sales practices across business lines, aligning execution standards with organizational growth objectives.
  • Market risk governance — establish enterprise-level protocols for monitoring positions and escalating systemic market risks, ensuring the firm's exposure remains within board-approved thresholds.
  • Client relationship architecture — design and champion a client engagement model that integrates CRM technology, financial planning tools, and service standards to maximize long-term retention at scale.
  • Regulatory strategy and advocacy — represent the firm in interactions with regulatory bodies, shape internal compliance frameworks, and interpret evolving law and government requirements for senior leadership.
  • Talent development pipeline — mentor and evaluate a team of developing and proficient agents, designing training programs that accelerate licensing, product knowledge, and client-facing skill progression.
  • Revenue and pricing governance — lead the development of institutional pricing strategies for complex securities transactions, balancing competitive positioning with fiduciary obligations to clients.
  • Technology investment decisions — evaluate and authorize adoption of new financial analysis, business intelligence, and transaction processing platforms to sustain competitive advantage in dynamic markets.
  • Performance reporting framework — define the metrics, reporting cadence, and accountability structures used to evaluate trading results and sales productivity across the entire advisory division.
  • Complex client portfolio oversight — assume ultimate responsibility for the strategic asset allocation recommendations made to the firm's largest institutional and ultra-high-net-worth client relationships.
  • Organizational integrity culture — model and institutionalize standards of integrity, attention to detail, and dependability across the sales organization, embedding ethical conduct into hiring, review, and incentive systems.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Auto-populated·from Scorecard + DOL
Completion Rate
Not reported
Placement Rate
10%