Online with some Face-to-Face workshops
Western Carolina University’s Financial Planner Certificate Program is registered with Certified Financial Planner Board of Standards Inc. (CFP Board). As a CFP Board-Registered Program, our courses satisfy CFP Board’s education requirement, allowing an individual to sit for the CFP® Certification Examination.
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Courses will meet online with 3 required face-to-face meetings per class. The complete certificate program consists of six courses. The online class will start one week prior to the first scheduled meeting. Face-to-face meetings will be held at WCU's Biltmore Park location at 28 Schenck Parkway, Ste 300, in Asheville, NC.
- Investment Planning - March 19 - May 7, 2014
- Intro to Financial Planning and Risk Management - May 14 - July 2, 2014
- Income Tax Planning - July 9 - August 27
- Retirement Planning - September 3 - October 22, 2014
- Estate Planning - November 5 - Dec. 17, 2014
- Financial Plan Writing - January 7 (2015) - February 25 (2015)
Students will be expected to spend at least 100 hours per course online.
Grace C. Allen, Ph.D is an associate professor of finance at Western Carolina University. She is the director of the financial planning degree and certificate programs at Western. In addition to being the director of the program, she teaches extensively in the financial planning program. At Western Carolina she has received the Board of Governors Excellence in Teaching Award, Chancellor’s Distinguished Teaching Award, twice received the Jay I. Kneedler Teaching Award and three times received an Innovative and Creative Teaching Award. She is currently involved in research in the areas of financial planning and international business.
For registration information, contact Dr. Susan Fouts firstname.lastname@example.org or 828-227-3688. For course content information or questions about the CFP exam, contact Dr. Grace Allen at 828-227-3189 or email at email@example.com.
Western Carolina University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.