Western Carolina University


Western Carolina University will offer a Certified Financial Planner certificate program on Wednesdays, March 22 through Dec. 13, in Asheville.

Classes will meet from 1 to 7 p.m. at the Owens Conference Center on the campus of the University of North Carolina at Asheville.

The program will provide classroom instruction in financial planning for professionals. Upon successfully completing all five courses, students will have fulfilled all requirements necessary to take the CFP examination.

Each course is six consecutive weeks long, with a one- or two-week break between each course. Courses are: “Investment Planning,” March 22 - May 3; “Intro to Financial Planning and Risk Management,” May 24 - June 28; “Retirement Planning,” July 19 - Aug. 23; “Estate Planning,” Sept. 13 - Oct. 18; and “Income Tax Planning,” Nov. 1 - Dec. 13

The cost of each course is $650, which includes all materials except textbooks. Courses also may be taken independently, but dates are subject to change

Instructor Grace C. Allen, Western associate professor of finance, is the director of the Certified Financial Planning degree and certificate programs at Western. Allen is a past recipient of the Chancellor's Distinguished Teaching Award, Western's top teaching award, and other WCU teaching honors.

Instructor Scott Gardner currently serves on the board of directors of the Financial Planning Association of Western North Carolina. He has a bachelor's degree in financial planning as well as a master's degree from WCU, where he is an instructor of financial planning.

Western is registered with the Certified Financial Planning Board of Standards to offer the certificate, and has had a successful on- campus CFP degree program for five years.

Pre-registration is required by Wednesday, March 15 . For more information about the program, contact Allen at (828) 227-3189, or visit the Web site http://edoutreach.wcu.edu/cfp.

Maintained by the WCU Office of Public Relations
Last modified: Tuesday, March 7, 2006
Copyright 2006 by Western Carolina University