Education
Build a strong foundation in asset allocation, planning tools and methodology, and financial markets through case competitions, investment pitches, and curated resources.
PSWMA is built on three core pillars designed to prepare students for a wealth management industry entering a period of unprecedented opportunity. With a projected advisor shortage of 90,000–110,000 professionals by 2034 and an estimated $124 trillion in wealth set to transfer through 2048, the next generation of advisors will play a critical role in shaping the future of the industry.
Experience
Gain hands-on practice with mock clients utilizing eMoney Advisor, and present investment strategies in a team with feedback to continuously improve and adapt.
Our Focus
Professional Development
Prepare for internships and full-time roles through multiple networking events with professionals, alumni, and distinguished peers.
Upcoming Events
Stay up to date on what’s happening in the Penn State Wealth Management Association.