Print CFP Board - Registered Programs
Baccalaureate Programs
 
Albertus Magnus College
B.S., Finance, Concentration in Personal Financial Planning
aldelfavero@albertus.edu
700 Prospect Street
New Haven, CT 06510
203-773-8565
 
Alfred State College (SUNY)
B.B.A., Financial Planning
dumondsr@alfredstate.edu
Scott DuMond, CFP®
Assistant Professor
10 Upper College Drive
Alfred, NY 14802
607-587-3451
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Angelo State University
B.B.A., Finance Major with Personal Financial Planning Option
chuck.pier@angelo.edu
Dr. Chuck Pier
Department Chair
ASU Station 10908
San Angelo, TX 76909-0908
325-942-2046 ext. 248
 
Ball State University
B.A. or B.S. with a Minor in Financial Planning
finance@bsu.edu
Mrs. Lois Largent
Administrative Coordinator, Department of Finance and Insurance
2000 W. University Ave.
Muncie, IN 47306-0345
765-285-5200
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Additional Information:
 
Benedictine University
Certificate in Financial Planning Program - Springfield
Rfinnigan@ben.edu
Mr. Ronald Matthew Finnigan
Director
1500 N 5th Street
Springfield, IL 62702
630-829-1383
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Berkeley College
BBA, Financial Services
jjs@berkeleycollege.edu
Dr. Joanne H. Snider, CFP®
Asst. Chair Finance & Accounting
12 E. 41st St. 10th Floor
New York, NY 10017
212-943-4343
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Biola University
Personal Financial Planning Concentration for Undergraduate Business Majors
shane.d.enete@biola.edu
Mr. Shane David Enete
Assistant Professor of Finance
13800 Biola Avenue
La Mirada, CA 90639
562-903-0351
 
Biola University
Personal Financial Planning Minor
shane.d.enete@biola.edu
Mr. Shane David Enete
Assistant Professor of Finance
13800 Biola Avenue
La Mirada, CA 90639
562-903-0351
 
Bowling Green State University
B.S.B.A. Specializing in Finance with a Concentration in Financial Planning
bae@bgsu.edu
Dr. Sung C. Bae
Department Chair and Professor
201 BA Building
Department of Finance
Bowling Green, OH 43403
419-372-2520
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Additional Information:
 
Bryant University
Financial Planning Undergraduate On-Campus Program
mderder@bryant.edu
Mrs. Mara L Derderian
Lecturer, Finance Department
1150 Douglas Pike
Smithfield, RI 02917
401-232-6548
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California Lutheran University
Minor in Financial Planning
fponline@callutheran.edu
Dr. Chia-Li Chien, CFP®
Program Director of the Financial Planning Programs
60 W Olsen Rd #3525
Thousand Oaks, CA 91360-2700
805-493-3678
 
California State University - Fullerton
BA in Business Administration with a Professional Certificate in Personal Financial Planning
financialplanning@fullerton.edu
Dr. David Nanigian, CFP®
Associate Professor of Finance
800 N. State College Blvd.
SGMH 5113
Fullerton, CA 92834
657-278-3025
 
California State University - Northridge
B.S., Finance - Option in Financial Planning
inga.chira@csun.edu
Inga Chira, CFP®
Assistant Professor of Finance
18111 Nordhoff St.
Northridge, CA 91330
818-677-4615
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California State University - Sacramento
Finance Concentration - Financial Planning Track
lin@csus.edu
Dr. Eric C. Lin, CFP®
Professor of Finance
College of Business Administration
6000 J St.
Sacramento, CA 95819-6088
(916) 278-7229
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Campbell University
Minor in Financial Planning
witherspoon@campbell.edu
Mr. Jimmy Witherspoon
Chairman, Dept. of Financial Planning and Accounting
PO Box 218
Department of Financial Planning and Accounting
Buies Creek, NC 27506-0218
910-893-1387
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Campbell University
B.B.A. Trust & Wealth Management Majors
witherspoon@campbell.edu
Mr. Jimmy Witherspoon
Chairman, Dept. of Financial Planning and Accounting
PO Box 218
Department Of Financial Planning And Accounting
Buies Creek, NC 27506-0218
910-893-1387
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Central Michigan University
B.S.B.A., Personal Financial Planning
vanvo1ma@cmich.edu
Mr. Mark A. VanVoorhees, CFP®
Program Director
Department of Finance and Law
Attn: Mark VanVoorhees
Mount Pleasant, MI 48859
989-774-1933
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Central Washington University
Bachelor of Science, Business Administration, Personal Financial Planning Specialization
shirley.hood@cwu.edu
Dr. Carlo D Smith
Chair, Department of Finance & Supply Chain Management
Department of Finance & Supply Chain Management
400 E University Way #7596
Ellensburg, WA 98926
509-963-2664
 
Central Washington University
Bachelor of Science, Personal Financial Planning
shirley.hood@cwu.edu
Dr. Carlo D Smith
Chair, Department of Finance & Supply Chain Management
Dept. of Finance & Supply Chain Management
400 E. University Way #7596
Ellensburg, WA 98926
509-963-2664
 
Clarion University of Pennsylvania
B.S.B.A., Finance - Personal Financial Planning Track
eicher@clarion.edu
Mr. Jeff Eicher, J.D.
Professor of Finance
Department of Finance
336 Still Hall
Clarion, PA 16214
814-393-2626
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Clark Atlanta University
B.B.A. Finance / Financial Planning
crhudson@cau.edu
Dr. Crystal Hudson
223 James P Brawley DR SW
School of Business Administration
Atlanta, GA 30314-4358
404-880-8000
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Clark Atlanta University
Financial Planning Minor
crhudson@cau.edu
Dr. Crystal Hudson
Assistant Professor of Finance and Financial Planning
223 James P Brawley
School of Business Administration
Atlanta, GA 30314-8740
404-880-8000
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Clemson University
B.S. in Financial Management with a Concentration Area of Financial Planning
jwharri@clemson.edu
Mr. Joshua William Harris, CFP®
Lecturer, Academic Advisor
318C Sirrine Hall
College of Business
Clemson, SC 29634
864-656-2677
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Colorado State University
B.S.B.A., Financial Planning Concentration
chris.stein@colostate.edu
Mr. Christopher Stein, CFP®
Program Director
Department of Finance and Real Estate
1272
Fort Collins, CO 80523
970-491-1163
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Creighton University
B.S.B.A (Major: Finance - Financial Planning Track)
cfirm@creighton.edu
Dr. Edward Horwitz
Director, Center for Insurance and Risk Management
Heider College of Business
2500 California Plaza
Omaha, NE 68178
402-280-2476
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Additional Information:
 
Davenport University
B.B.A., Finance with a Financial Planning Specialty
Dale.Prondzinski@davenport.edu
Dr. Dale Prondzinski
Finance/Accounting Associate Department Chair, Maine School of Business - Accounting and Finance
6191 Kraft Avenue SE
Grand Rapids, MI 49512
616-698-7111
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Additional Information:
Additional Locations the Program is Offered: Davenport University, Grand Rapids, MI Davenport University, Livonia, MI
 
Delaware State University
B.B.A., Finance (Financial Planning Minor Concentration)
ndas@desu.edu
Dr. Nandita Das, CFP®
Associate Professor of Finance
1200 North DuPont Highway
Dover, DE 19901
302-857-6351
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DeSales University
B.S., Finance, Financial Planning Track
joann.haws@desales.edu
Ms. Joann Haws
Assistant Dean of Lifelong Learning
2755 Station Ave
Center Valley, PA 18034
610-282-1100
 
East Central University
Business Administration in Finance w/ Minor in Financial Planning
jrauch@ecok.edu
Dr. James Rauch
Professor/ Vision Bank Endowed Professor in Banking and Finance
1100 E. 14th St
PMB R5
Ada, OK 74820
580-559-5273
 
Eastern Illinois University
Bachelor of Science Major Finance Financial Planning Concentration
Dr. Trang Doan
Assistant Professor of Finance
600 Lincoln Ave
Lumpkin Hall 4026
Charleston, IL 61920-3011
217-581-2627
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Eastern New Mexico University
Baccalaureate - Personal Financial Planning
john.montgomery@enmu.edu
Ms. Kathie Rolston
Senior Secretary
ENMU Station 49
1500 S Ave K
Portales, NM 88130
5755622343
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Additional Information:
 
Edinboro University - Pennsylvania
B.S., Business Administration - Personal Financial Planning
mengdahl@edinboro.edu
Dr. Michael B. Engdahl, CFP®
Associate Professor
Department of Business and Economics
Hendricks Hall, Room 215A
Edinboro, PA 16444
814-732-2407
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Additional Information:
 
Edinboro University - Pennsylvania
Minor in Personal Financial Planning
mengdahl@edinboro.edu
Dr. Michael B. Engdahl, CFP®
Associate Professor
Department of Business and Economics
Hendricks Hall, Room 215A
Edinboro, PA 16444
814-732-2407
 
Fairleigh Dickinson University
Specialization in Financial Planning and Wealth Management
rosman@fdu.edu
Dr. Daniel Wischnevsky
Associate Dean and Associate Professor of Management
1000 River Road
H-DH2-11
Teaneck, NJ 07666
201-692-7200
 
Fort Hays State University
B.B.A., Major in Finance, Concentration in Financial Planning
efa@fhsu.edu
Dr. Tom C Johansen
Financial Planning Program Director
Department of Economics, Finance, and Accounting
600 Park St
Hays, KS 67601
785-628-5805
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Additional Information:
 
Framingham State University
Bachelor of Science, Major in Finance, Financial Planning Concentration
llavigne@framingham.edu
Dr. Lori Lavigne
Assistant Professor
100 State St
Framingham, MA 01701
508-626-4857
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Additional Information:
 
Franklin University
B.S., Financial Planning
Martina.peng@franklin.edu
Dr. Martina Peng, CFP®
Chair, Financial Planning Program
201 S Grant Ave
Columbus, OH 43215-5399
614-947-6174
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Additional Information:
 
Freed-Hardeman University
B.B.A. in Finance: Financial Planning
rhysmith@fhu.edu
Dr. Ryan Hysmith
Assistant Professor of Finance
158 E. Main St.
Henderson, TN 38340
731-989-6091
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Additional Information:
 
George Fox University
Financial Planning (Major in the College of Business)
halleyr@georgefox.edu
Dr. Ryan Halley, CFP®
Professor of Finance
414 N. Meridian St.
Newberg, OR 97132
503-554-2807
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Additional Information:
 
Grantham University
Bachelor of Business Administration - Financial Planning
dmarker@grantham.edu
Dr. David Marker
Dean, Mark Skousen School of Business
16025 West 113th Street
Lenexa, KS 66219
913-309-4747
 
Husson University
Bachelor of Science in Business Administration- Financial Planning
hansenm@husson.edu
Dr. Marie Hansen
Dean, College of Business and New England School of Communications
1 College Circle
Bangor, ME 04401
207-941-7000
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Additional Information:
 
Illinois State University
Minor in Financial Planning
edgar.norton@ilstu.edu
Ms. Sally Rowan
Office Support Specialist
Department of Finance, Insurance, and Law
Campus Box 5480
Normal, IL 61790-5480
309-438-2827
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Indiana State University
B.S., Finance - Concentration in Financial Planning
matt.cohen@indstate.edu
Mr. Matt Cohen
Instructor
Indiana State University
30 North 7th Street
Terre Haute, IN 47809
812-237-2112
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Additional Information:
 
Indiana Wesleyan University
B.S. in Business Administration in Financial Planning
iwuenroll@indwes.edu
Dr. Duane L. Kilty, Jr., CFP®
Financial Planning Program Director
4201 S. Washington St
Marion, IN 46953
866-498-4968
 
Iowa State University
Financial Counseling and Planning
jjfox@iastate.edu
Dr. Jonathan Fox
Ruth Whipp Sherwin Professor
4380 Palmer, Suite 1317
Ames, IA 50011
515-294-6993
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Additional Information:
 
Kansas State University
B.S. in Personal Financial Planning
ipfp@ksu.edu
Ms. Tierra T Dimond
Program Coordinator
307 Justin Hall
1324 Lovers Lane
Manhattan, KS 66506
785-532-1480
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Additional Information:
 
Kelley School of Business, Indiana University
Charles Schwab Wealth Management Workshop
ebenrud@iu.edu
Dr. Erik Benrud, CFP®
Director, Charles Schwab Wealth Management Workshop
1275 E 10th St
Kelley School of Business
Bloomington, IN 47405
812-855-6631
 
Kutztown University of Pennsylvania
B.S. Business Administration - Personal Financial Planning
jkramer@kutztown.edu
Dr. Jonathan K. Kramer, CFP®
Professor of Finance, Department of Business Administration
233B deFrancesco Building
Kutztown, PA 19530
610-683-4704
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Additional Information:
 
Liberty University
Financial Planning B.S.B.A. Degree Program Residential
CFL@liberty.edu
Dr. Stacie L. Rhodes
Executive Director, Center for Financial Literacy
1971 University Blvd
Lynchburg, VA 24515
434-582-3210
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Additional Information:
 
Liberty University
Financial Planning B.S.B.A. Degree Program - Online
CFL@liberty.edu
Dr. Stacie L. Rhodes
Executive Director, Center for Financial Literacy
1971 University Blvd
Lynchburg, VA 24515
434-582-3210
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Additional Information:
 
Loras College, Frances J. Noonan School of Business
Minor in Financial Planning & Wealth Management
Brian.kallback@loras.edu
Mr. Brian Kallback, CFP®
Instructor of Finance, Frances J. Noonan School of Business
1450 Alta Vista St
Mail #192
Dubuque, IA 52001
563-588-7626
Visit Website
Additional Information:
 
Low Cost Models for Independent Colleges Consortium (LCMC)
Financial Planning Program (Baccalaureate)
christopher.kubik@regiscollege.edu
Dr. Christopher Kubik
Professor of Finance and Accounting
235 Wellesley Street
Waston, MA 02493
781-769-7069
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Additional Information:
 
Mercyhurst University
B.A., Finance
msimpson@mercyhurst.edu
Ms. Annjerrica Hollis
Administrative Assistant - Walker School Of Business
Walker School of Business
501 East 38th Street
Erie, PA 16546-0001
814-824-2337
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Additional Information:
 
Metropolitan State University of Denver
B.S. Finance-Concentration in Financial Services
campp@msudenver.edu
Dr. Paul L. Camp, CFP®
Professor of Finance
PO Box 173362
Campus Box 75
Denver, CO 80217-3362
303-615-0185
Visit Website
Additional Information:
 
Michigan State University
Financial Planning and Wealth Management Program
schiestel@broad.msu.edu
Mr. Stephen M. Schiestel
Professor of Practice and Administrative Director
645 North Shaw Lane, Room 312
East Lansing, MI 48824
810-516-3277
 
Minnesota State University - Mankato
B.S. - Financial Planning Track
Daniel.Hiebert@mnsu.edu
Mr. Daniel D. Hiebert, CFP®
Associate Professor of Finance
150 Morris Hall
Mankato, MN 56001-6044
507-389-5406
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Additional Information:
 
Missouri State University
Bachelor of Science in Finance/Financial Planning Option
jamesphilpot@missouristate.edu
Dr. James D. Philpot, CFP®
Associate Professor of Finance
Finance and General Business Department
901 S. National Ave.
Springfield, MO 65897
417-836-5504
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Additional Information:
 
Molloy College
Minor in Personal Financial Planning
acarroll@molloy.edu
Ms. Adrienne M Carroll Conlon, MBA Coordinator
MBA Coordinator
1000 Hempstead Avenue
PO Box 5002
Rockville Centre, NY 11571
516-323-3082
Visit Website
Additional Information:
 
Mount Vernon Nazarene University - Jetter School of Professional Studies
Financial Planning Minor
kelly.rush@mvnu.edu
Dr. Kelly Rush, CFP®
Associate Professor of Finance
800 Martinsburg Rd.
Mount Vernon, OH 43050
740-397-9000, ext. 4745
Visit Website
Additional Information:
 
Murray State University
Bachelor of Science in Business Finance-Financial Planning Option
ddurr@murraystate.edu
Dr. David W. Durr, CFP®
Professor
307 Business Building North
Murray, KY 42071-9077
270-809-6275
Visit Website
Additional Information:
 
Northeastern State University
BSBA - Finance - Financial Planning
myers35@nsuok.edu
3100 East New Orleans Street
Broken Arrow, OK 74014
405-818-6856
 
Nova Southeastern University
Financial Planning Minor
fpprogram@nova.edu
3301 College Ave
Huizenga College of Business and Entrepreneurship
Ft. Lauderdale, FL 33314
954-262-5103
 
Ohio State University
B.S. Consumer & Family Financial Services, Financial Planner Track
loibl.3@osu.edu
Dr. Caezilia Loibl, CFP®
Associate Professor
325 Campbell Hall
1787 Neil Ave.
Columbus, OH 43210
614-292-4226
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Additional Information:
 
Old Dominion University
BSBA, Personal Financial Planning
brubin@odu.edu
Dr. Bruce Rubin
Associate Professor
Finance Department, Strome College of Business
Old Dominion University
Norfolk, VA 23529
757-683-3590
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Additional Information:
 
Olivet Nazarene University
B.S., Economics/Finance with a Concentration in Certified Financial Planning
dnielsen@olivet.edu
Mr. Douglas Nielsen
Assistant Professor
One University Ave.
Bourbonnais, IL 60914
815-939-5113
Visit Website
Additional Information:
 
Park University
B.S., Business Administration or Finance, Personal Financial Planning Track
robert.jones19@park.edu
Mr. Robert Lyle Jones, CFP®
Program Coordinator
8700 NW River Park Drive #77
Parkville, MO 64152
913-620-7148
 
Prairie View A&M University
College of Business; Personal Financial Planning Minor
cob@pvamu.edu
Mr. Danny Harvey
Program Director
PO Box 519, MS 2310
Prairie View, TX 77446
936-261-9221
 
Purdue University
B.S. Financial Counseling and Planning
csr@purdue.edu
Dr. David A. Evans
Extension Specialist/Lecturer
812 West State Street
West Lafayette, IN 47907-2060
765-494-8317
Visit Website
Additional Information:
 
Rutgers, The State University of New Jersey
B.S., Finance
rrichter@business.rutgers.edu
Mr. Ronald L. Richter, CFP®
Assistant Professor of Professional Practice
Rutgers Business School
Newark & New Brunswick
Newark, NJ 07102
973-353-2729
 
Saint Joseph's University
B.S., Financial Planning
jackson.mills@sju.edu
Dr. Jackson Mills
Assistant Professor
Erivan K. Haub School of Business
5600 City Avenue
Philadelphia, PA 19131-1376
610-660-1676
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Additional Information:
 
Saint Vincent College
B.S., Finance, Investment Planning and Analysis
nicholas.racculia@stvincent.edu
Dr. Nicholas Racculia
Associate Professor of Finance
300 Fraser Purchase Road
Latrobe, PA 15601
724-805-2899
 
Salisbury University
B.S., Finance - Financial Planning Track
etclaggett@salisbury.edu
Dr. E Tylor Claggett
Director, Financial Planning Track
Perdue School of Business
1101 Camden Ave
Salisbury, MD 21801-6860
410-677-5021
Visit Website
Additional Information:
 
San Diego State University
B.S.B.A. with a Certificate in Personal Financial Planning
tom.warschauer@sdsu.edu
Dr. Thomas Warschauer, CFP®
Professor Emeritus
Fowler College of Business
5500 Campanile Drive
San Diego, CA 92182
619-594-4354
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Additional Information:
 
Seton Hall University
Wealth Management - Undergraduate Minor
mark.schild@shu.edu
mark david schild, CFP®
Assistant Dean, Instructor of Finance
400 South Orange Ave
South Orange, NJ 07079
973-275-2177
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Additional Information:
 
Shepherd University
Major in Business Administration with a Concentration in Financial Planning
bmartz@shepherd.edu
Dr. Ben Martz
Dean, College of Business
P.O. Box 5000
Shepherdstown, WV 25443
(304) 876-5318
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Additional Information:
 
Shippensburg University
B.S.B.A., Personal Financial Planning Concentration
fliu@ship.edu
Dr. Fan Liu
Associate Professor
1871 Oldmain Drive
Shippensburg, PA 17257
717-477-1786
Visit Website
Additional Information:
 
Southern New Hampshire University
Bachelor of Science in Finance, Financial Planning Concentration
k.regis@snhu.edu
Ms. Kristin L Regis
Finance Faculty Lead
2500 North River Road
Manchester, NH 03106
207-536-8236
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Additional Information:
 
State University of New York - Cobleskill
BBA - Financial Services
moranca@cobleskill.edu
Mr. Charles A. Moran, CFP®
Professor & Director of Financial Planning Program
Warner Hall, Room 207
Rt. 7
Cobleskill, NY 12403
518-255-5457
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Additional Information:
 
Stephen F. Austin State University
B.B.A. in Finance
pharesb@sfasu.edu
Mr. Banker Phares
Box 13004, SFA Station
Nacogdoches, TX 75962-3004
936-468-1783
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Additional Information:
 
Stetson University
Financial Planning (Concentration in the Finance Major)
smichels@stetson.edu
Dr. Stuart Michelson
Roland & Sarah George Professor of Finance
School of Business, Unit 8398
421 N Woodland Blvd
DeLand, FL 32723
386-822-7376
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Additional Information:
 
Stockton University
B.S., Finance with Concentration in Financial Planning
charles.weeks@stockton.edu
Mr. Charles C. Weeks, Jr., CFP®
Assistant Professor of Finance
101 Vera King Farris Drive
Galloway, NJ 08205
(609) 652-1776
Visit Website
Additional Information:
 
Suffolk University
Certificate in Financial Planning
khan@suffolk.edu
Dr. Ki C. Han, CFP®
Professor of Finance
8 Ashburton Place
Sawyer Building, Room 922
Boston, MA 02108-2701
617-573-8561
 
Suffolk University
B.S.B.A. with Financial Planning Concentration
khan@suffolk.edu
Dr. Ki C. Han, CFP®
Professor of Finance
8 Ashburton Place
Sawyer Building, Room 922
Boston, MA 02108-2701
617-573-8561
 
Temple University
Bachelor of Business Administration, Financial Planning
financialplanning@temple.edu
Cynthia R Axelrod
Director of Financial Planning Programs
Temple University Fox School of Business
1801 Liacouras Walk
Philadelphia, PA 19122
215-204-1917
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Additional Information:
 
Texas A&M University - College Station
Financial Planning Minor
financialplanning@tamu.edu
Ms. Jeanie Long Izurieta
Program Manager
600 Kimbrough Blvd
College Station, TX 77843-2124
979-845-5223
Visit Website
Additional Information:
 
Texas A&M University - Commerce
Minor in Personal Financial Planning
jared.pickens@tamuc.edu
Dr. Jared Heath Pickens, CFP®
Assistant Professor and Director of Personal Financial Planning
Economics/Finance Department
Texas A&M University - Commerce
Commerce, TX 75429-3011
972-546-0059
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Additional Information:
 
Texas Tech University
B.S., Personal Financial Planning
pfp@ttu.edu
Ms. Cynthia Cantu
Graduate Program Coordinator, Personal Financial Planning
Department of Personal Financial Planning
Texas Tech University, COHS
Lubbock, TX 79409-1210
806-742-5050
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Additional Information:
 
The College of Saint Rose
Bachelor's Degree with a Minor in Financial Planning
mathewsm@strose.edu
Dr. Kenneth Michael Mathews
Interim Dean
432 Western Avenue
Albany, NY 12203
518-454-5272
Visit Website
Additional Information:
 
The College of Saint Rose
Bachelor of Science in Business Administration with a Concentration in Financial Planning
mathewsm@strose.edu
Dr. Kenneth Michael Mathews
Interim Dean
432 Western Ave
Albany, NY 12203-1450
518-454-5272
Visit Website
Additional Information:
 
The College of Saint Rose
Bachelor of Science in Financial Planning
mathewsm@strose.edu
Dr. Kenneth Michael Mathews
Interim Dean
432 Western Ave.
Albany, NY 12203
518-454-5272
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Additional Information:
 
Towson University
Major in Business Administration - Financial Planning Track
bbaradwaj@towson.edu
Dr. Babu G. Baradwaj
Professor, Department of Finance
Department of Finance
Stephens Hall, Room 314
Towson, MD 21252-0001
410-704-2465
Visit Website
Additional Information:
 
University of Akron
B.B.A. with a Major in Financial Planning
bmulholland@uakron.edu
Dr. Barry S. Mulholland, CFP®
Director, Financial Planning Program
259 S. Broadway Street
Akron, OH 44325-4803
330-972-4524
Visit Website
Additional Information:
 
University of Akron
B.B.A. with a Major in Financial Planning and B.S. in Accounting
bmulholland@uakron.edu
Dr. Barry S. Mulholland, CFP®
Director, Financial Planning Program
259 S. Broadway Avenue
Akron, OH 44325-4803
330-972-4524
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Additional Information:
 
University of Alabama
B.S., Human Environmental Sciences Concentration in Family Financial Planning and Counseling
ffpc@ches.ua.edu
Mrs. Eve S Pentecost, CFP®
Assistant Professor
316 Adams Hall Box 870158
Tuscaloosa, AL 35487-0158
205-348-6178
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Additional Information:
 
University of Alabama
Personal Wealth Management
rmcleod@culverhouse.ua.edu
Dr. Robert W. McLeod, CFP®
Professor of Finance
200 Alston Hall
Tuscaloosa, AL 35487-0224
205-348-8993
Visit Website
Additional Information:
 
University of Arizona
Personal and Family Financial Planning
rprosen@email.arizona.edu
Dr. Richard P Rosen
Assistant Professor of Practice
McClelland Park Building
650 N. Park Avenue
Tucson, AZ 85721
520-621-1075
 
University of Charleston
Concentration in Financial Planning
kimshin@ucwv.edu
Dr. Kim Shin
Department Chair, Division of Business
2300 MacCorkle Ave. SE
Charleston, WV 25304
304-357-4870
 
University of Cincinnati
B.B.A., Finance - CFP Certification Professional Education Program
Robert.Higgins@uc.edu
Mr. Robert Higgins
Assistant Professor - Educator
2925 Campus Green Drive
Cincinnati, OH 45221
513-556-6545
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University of Colorado - Boulder
Personal Financial Planning Track
harry.starn@colorado.edu
Mr. Harry M. Starn, Jr., CFP®
Director, Personal Financial Planner Program
Leeds School of Business
995 Regent Drive
Boulder, CO 80309
303-492-7658
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University of Delaware
B.S., Financial Planning
richj@udel.edu
Mr. Richard C. Jakotowicz, Jr., CFP®
Director of B.S., Financial Planning
42 Amstel Ave
Room 306 Purnell Hall
Newark, DE 19716
302-831-1015
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University of Georgia
B.S., Financial Planning
dcostyn@uga.edu
Ms. Melissa Garber
Assistant Director, Student Success and Advising Center
205 Dawson Hall
305 Sanford Drive
Athens, GA 30602-2622
706-542-8854
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Offered through the College of Family and Consumer Sciences
 
University of Hawaii - Manoa
B.A., Finance - Undergraduate Financial Services & Planning Track
rosita.chang@hawaii.edu
Dr. Rosita Chang, CFP®
Professor of Finance & Chair, Department of Finance
Shidler College of Business
2404 Maile Wy
Honolulu, HI 96822
808-956-7592
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University of Houston
B.B.A., Finance - Personal Financial Planning Track
jlopez@bauer.uh.edu
Mr. John C. Lopez, CFP®
Clinical Assisant Professor of Finance
4750 Calhoun Rd
Houston, TX 77204-6021
713-208-8934
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University of Illinois at Urbana-Champaign
B.S., Agricultural and Consumer Economics
craiglem@illinois.edu
Dr. Craig W. Lemoine, CFP®
Director, Financial Planning
326 Mumford Hall
1301 West Gregory Drive
Urbana, IL 61801
217-333-1811
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University of Maryland University College
Personal Financial Planning
peter.munger@umuc.edu
Dr. Peter G. Munger
Academic Director
3502 University Blvd. East
Adelphi, MD 20783
240-684-2815
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University of Minnesota, Duluth
Financial Planning Minor
hhietape@d.umn.edu
Mr. Hugo Hietapelto, CFP®
Financial Planning Program Director
308A, 1318 Kirby Drive
Duluth, MN 55812-3029
(218) 726-8482
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University of Minnesota, Duluth
Financial Planning Major
hhietape@d.umn.edu
Mr. Hugo Hietapelto, CFP®
Program Director
308A
1318 Kirby Drive
Duluth, MN 55812
218-726-8482
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University of Missouri
BS, Personal Financial Planning
lawrencef@missouri.edu
Dr. Frances Lawrence
Professor and Chair, Department of Personal Financial Planning
Department of Personal Financial Planning
241 Stanley Hall
Columbia, MO 65211-0001
573-882-9651
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University of Missouri - St. Louis
B.S.B.A., Emphasis in Finance, Track Specialization in Personal Financial Planning
eyssellt@msx.umsl.edu
Dr. Thomas H. Eyssell
Associate Dean and Director of Graduate Studies
One University Blvd.
College of Business
Saint Louis, MO 63121-4499
314-516-6273
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University of North Florida
B.B.A. Degree in Financial Services
oschnuse@unf.edu
Dr. Oliver Schnusenberg, CFP(R)
Director, UNF Financial Services Program
1 UNF Drive
Jacksonville, FL 32224-2675
904-620-2630
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University of North Texas
B.B.A., Risk Insurance and Financial Services, Financial Planning Track
stephen.poe@unt.edu
Mr. Stephen L. Poe
Professor
1155 Union Circle #305339
Denton, TX 76203
940-565-3073
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University of Northern Iowa
Financial Planning
deborah.giarusso@uni.edu
Ms. Deborah Giarusso, Instructor
Instructor, Finance
College of Business Administration
Department of Finance
Cedar Falls, IA 50614-0124
319-273-2929
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University of South Florida
B.S., Personal Financial Planning
lauramattia@usf.edu
Dr. Laura H. Mattia, CFP®
Financial Planning Program Director
4202 East Fowler Avenue
BSN 3403
Tampa, FL 33620
813-974-6326
 
University of Texas - Rio Grande Valley
B.B.A., Finance with a Financial Planning Concentration
terrance.martin@utrgv.edu
Dr. Terrance Kieron Martin
Assistant Professor of Finance
1201 W University Dr
Edinburg, TX 78539
956-665-3354
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University of Texas at Dallas
Bachelor of Science, Finance Major, Personal Financial Planning Track
david.cordell@utdallas.edu
Dr. David M. Cordell, CFP®
Program Director
800 W. Campbell Road--SM 31
Richardson, TX 75080-3021
(927) 883-2718
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University of the Incarnate Word
B.B.A. in Finance with a Career Path in Financial Planning
jfmoreno@uiwtx.edu
Dr. Jose F. Moreno, Ph.D.
Financial Planning Program Director
4301 Broadway St.
San Antonio, TX 78209
210-630-2579
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University of Utah
B.S., Consumer and Community Studies, Financial Planning Emphasis
jenny.stout@fcs.utah.edu
Mrs. Jenny Stout
Academic Advisor
225 South 1400 E, AEB 228
Department of Family and Consumer Studies
Salt Lake City, UT 84112-0080
801-581-6521
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University of Wisconsin - Madison
Wealth Management & Financial Planning Program
mfedenia@wisc.edu
Dr. Mark Fedenia, Associate Professor
Program Director
975 University Avenue
Madison, WI 53706
608-890-0417
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University of Wisconsin - Madison
B.S. Personal Finance
linda.lepe@wisc.edu
Linda Francetic Lepe, CFP®
Director, Consumer Finance & Financial Planning
1300 Linden Drive
Madison, WI 53706-1524
608-890-3025
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University of Wisconsin - Whitewater
Bachelor of Business Administration- Finance with Financial Planning Emphasis
toboyekg@uww.edu
Dr. Gene Michael Toboyek
Program Director
800 W. Main Street
3517 Hyland Hall
Whitewater, WI 53190
2624723950
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Utah State University
Undergraduate Minor in Personal Financial Planning
vance.grange@usu.edu
Dr. E. Vance Grange, CFP®
Director of Personal Financial Planning Programs
School of Accountancy
Utah State University
Logan, UT 84322-3540
435-797-2702
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Utah Valley University
B.S., Personal Financial Planning
pfpprogram@uvu.edu
Dr. Luke Dean
Associate Professor
800 West University Parkway
MS 280
Orem, UT 84058
801-863-5655
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Virginia Commonwealth University
B.S., Financial Planning Track
risc@vcu.edu
Mr. Tim Cook
Director for the Risk & Insurance Studies Center
301 West Main Street
Richmond, VA 23284-4000
804-828-0202
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Virginia Tech (Virginia Polytechnic Institute & State University)
B.S. Finance CFP Certification Education Track
rlytton@vt.edu
Dr. Ruth Lytton
Program Director and Professor, Financial Planning
1016 Pamplin Hall 0221
880 W. Campus Drive
Blacksburg, VA 24061
540-231-6678
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West Virginia University
B.S., Finance with a Concentration in Financial Planning
neboyd@mail.wvu.edu
Dr. Naomi Boyd
Associate Professor
1601 University Avenue
Morgantown, WV 26506
304-293-7891
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Western Carolina University
Financial Planning Degree Program
alleng@email.wcu.edu
Dr. Grace Allen
Professor of Finance
124 Forsyth Building
College of Business
Cullowhee, NC 28723
828-227-3189
 
Western Kentucky University
B.S. Finance Financial Planning Option
finance@wku.edu
Mr. Ron A. Rhoades, CFP®
Program Director
1906 College Heights Blvd
Grise Hall #334
Bowling Green, KY 42101
270-745-2018
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Western Michigan University
B.B.A., Personal Financial Planning
onur.arugaslan@wmich.edu
Dr. Onur Arugaslan
Director, Personal Financial Planning Program
Dept. of Finance and Commercial Law
1903 W Michigan Ave.
Kalamazoo, MI 49008-5420
269-387-5726
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Widener University
B.S., Economics / Financial Planning Track
kbtacchino@widener.edu
Mr. Kenn Tacchino
Department Chair, Accounting, Economics, and Finance
1 University Place
Chester, PA 19013-5700
610-499-4328
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Widener University
B.S., Finance (Financial Planning Track)
kbtacchino@widener.edu
Mr. Kenn Tacchino
Department Chair, Accounting, Economics, and Finance
Kenn Tacchino
Widener University
Chester, PA 19013
610-499-4328
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William Paterson University
B.S. in Financial Planning
verzanil@wpunj.edu
Dr. Lawrence Verzani
Assistant Professor
1600 Valley Road
Wayne, NJ 07470
973-720-2650
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Winston-Salem State University
B.S., Finance-Focus on Personal Financial Planning
kondeasag@wssu.edu
Dr. Alexander George Kondeas, CFP®
Associate Professor
111 Reynolds Center
601 S. Martin Luther King Drive
Winston-Salem, NC 27110
336-750-2343
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Transfer students can take the intermediate Macro and Micro courses to replace the Intro courses.
 
Winthrop University
B.S.B.A., Finance Option-Financial Planning Track
gibsonp@winthrop.edu
Dr. Gary Stone
Chair, Accounting, Finance, & Economics
1701 Memorial Circle
Thurmond Hall
Rock Hill, SC 29733-0001
803-323-2186 or 803-323-2686
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Wright State University
B.S., Financial Services
william.wood@wright.edu
Mr. William Ross Wood, CFP®
Senior Lecturer/Coordinator
3640 Colonel Glenn Hwy
296 Rike Hall
Dayton, OH 45435
937-775-3175
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Youngstown State University
B.S. in Business Administration, Finance - CFP Certification Track
hchen01@ysu.edu
Dr. Huaiyu Chen, CFP®
Associate Professor of Finance
Williamson College of Business Administration
One University Plaza
Youngstown, OH 44555
330-941-1883
 
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