Wealth Management
Soft skills, sales fundamentals, and the discipline behind a book of business.
Director: Mack Haymond
The BAI Difference
The only finance club at UCLA emphasizing the wealth advisory career path with hands-on practice.
"Wealth management is the long game — built on conviction, rejection-handling, and the relationships you cultivate quarter after quarter." — Mack Haymond
What You'll Learn
- •Rejection-resistance and emotional intelligence
- •Relationship building and long-term client management
- •SIE/Series exam awareness and preparation
- •Wealth advisor career path fundamentals
Signature Projects
Wealth Advisory Mock Engagement
Simulate a realistic client scenario from initial prospecting to portfolio recommendation.
SIE Study Pod
Collaborative curriculum preparing members for the core Securities Industry Essentials exam.
Curriculum (Fall 2026)
Week 1
Introduction & Core Concepts
Week 2
Industry Overview & Terminology
Week 3
Foundational Models & Tools
Week 4
Advanced Case Studies
Week 5
Midterm Project Review
Week 6
Networking & Interview Strategies
Week 7
Deep Dive: Specialized Topics
Week 8
Final Presentations