Master's in Finance: Financial Planning and Wealth Management

Ranked #1 Master's in Finance program in the U.S. by the Financial Times, Bentley’s MSF with a major in Financial Planning and Wealth Management prepares you for careers in wealth management, private banking and personal financial advising. Leveraging Bentley’s long-standing reputation as a leader in finance education, this program builds on the university’s deep-rooted expertise to give graduates a competitive edge in the field.

Whether you want to advance your career in finance or are interested in pivoting careers, this track combines technical expertise with practical skills for success in the growing field of financial planning.

Career-Focused Financial Planning

Gain practical skills for high-demand roles in wealth management, private banking, and personal financial advising.

Built on Proven Success

Drawing from over a century of experience in finance education, Bentley has established itself as an expert in the field, preparing its graduates to thrive in their careers.

Top Ranked Program

Ranked #1 in the U.S. by the Financial Times, Bentley's MSF are recognized for highest alumni salary increases, employability after three months after graduation and the program's value for the money.

Rising Demand for Financial Planners

As personal financial needs become more complex, the demand for certified financial planners is accelerating. Employment for personal financial advisors is projected to grow 13% by 2032, outpacing most other professions. This growth is driven by factors such as increased longevity, expanding retirement planning needs and a generational shift in wealth. Employers are seeking professionals with both technical finance skills and trusted credentials like the CFP certification. Graduates with expertise in wealth management, financial planning and personal advising are in high demand for roles across private banking, advisory firms, and financial services companies.

three people sit around table looking at finances

featured courses

Financial Planning Fundamentals

An introduction to the personal financial planning process, covering core topics such as budgeting, tax strategy, investing, retirement and major life decisions. Students analyze how inflation, interest rates, and taxation affect financial goals and apply planning techniques through case studies and written plans. Ideal for those pursuing financial planning careers or seeking a deeper understanding of personal finance.

Financial Modeling

A hands-on course in advanced Excel techniques and their application to real-world financial modeling challenges. Students learn to build and analyze models using functions, pivot tables, simulations and VBA, while developing skills in forecasting, budgeting, and financial statement projections. The course prepares students to solve complex finance problems, including revenue modeling, cost of capital analysis and stock valuation.

faculty experts

Trevor Larkan

Senior Lecturer, Finance

Professor Larkan brings decades of global corporate finance experience to the classroom, having served as CFO, treasurer, and controller across industries and continents—including leading a global paper company through its NYSE listing. A CPA and former Ernst & Young chartered accountant, he combines deep industry insight with academic expertise in areas like corporate finance, financial planning and project finance. His leadership in launching Bentley’s CFP Board Registered Financial Planning Program ensures students gain practical, real-world skills aligned with today’s professional standards and career opportunities.

Florin Morosan

Senior Lecturer, Finance

Professor Morosan brings over 20 years of investment experience to his teaching, with deep expertise in fundamental and quantitative analysis across the technology, media, and telecom sectors in Asia. His career includes roles at top firms like Blackstone Asia Advisors, Citigroup and McKinsey & Co., where he focused on equity research and strategic consulting. Drawing on this global industry experience, he helps students build a strong foundation in investments and quantitative finance, preparing them for careers in a rapidly evolving financial landscape.

George Raftopoulos

Lecturer, Finance

With nearly four decades of experience as a CFP and entrepreneur, George Graftopoulos brings real-world expertise in financial planning, business operations, and wealth management. His applied approach helps students connect classroom learning to practical strategies for managing finances, growing wealth and succeeding in business.

Kelly Goldman