Financial Planning Program
Financial Literacy
Financial literacy is the ability to use financial knowledge and skills to understand financial choices, plan for the future, spend wisely, and manage the challenges associated with life events such as a job loss, saving for retirement, or paying for a child’s education. The acquired knowledge and skills will empower individuals to make informed judgments and financial decisions and to take effective actions regarding money management. The cornerstone of financial literacy is Personal Finance education, which provides the principles and methods that individuals use to acquire and manage income and assets. Financial literacy is not an absolute state; it is a continuum of abilities that is subject to variables such as age, education, family, culture, and residence. Financial literacy refers to an evolving state of competency that enables each individual to respond effectively to ever-changing personal and economic circumstances.
What Is Financial Planning?
Shepherd University’s Financial Planning Program provides a comprehensive curriculum serving the needs of undergraduate students and working professionals. Our program is registered with and approved by the CFP Board of Standards and students who complete a CFP Board-Registered Program are eligible to sit for the CFP® Certification Examination.
Does the CFP® certification help my earnings potential as a Financial Advisor?
A common question asked by both students enrolled in our CFP® certification educational program and those considering the CFP® certification relate to the earning potential of Financial Advisors. A recent study from Kaplan Financial cites that CFP® certificants report a 12% increase in earnings after obtaining their CFP® mark. This shows that clients value competency and credibility!
https://www.kaplanfinancial.com/wealth-management/resources/survey-of-trends
Contact Information
Program Director
Janine Sam, Ph.D., CFP® jsam@shepherd.edu
Department of Business Administration
Contact for the CFP Board of Standards:
Ben Martz, Ph.D. bmartz@shepherd.edu
Department of Business Administration
Shepherd University
P.O. Box 5000
Shepherdstown, WV 25443
Financial Planning Club meetings are held in White Hall
Rural Financial Planning Project Advisory Council
Rob Hoxton, President
304-876-2619
RHoxton@hoxtonfinancial.com
Student Experience
Program Information
Shepherd University’s Financial Planning Program provides a comprehensive curriculum serving the needs of undergraduate students and working professionals. Our program is registered with and approved by the CFP Board of Standards and students who complete a CFP Board-Registered Program are eligible to sit for the CFP® Certification Examination.
Programmatic Learning Outcomes
Upon completion of this program, graduates should be able to:
- Function as an articulate, competent and ethical Financial Planning Advisor
- Demonstrate mastery of the core financial planning knowledge required of a Certified Financial Planner® by passing the CFP® certification exam
- Utilize the intellectual and software tools within the framework needed to maintain relevant and current financial planning knowledge and strategies throughout one’s career in financial services
- Apply Financial Planning theory, strategies and techniques to meet clients’ needs through the development of case studies and solutions
CFP Board of Standards Degree Program Approval
Shepherd University is one of the CFP Board of Standards Education Providers.
Accreditation
Accreditation
Shepherd University is Regionally Accredited by the Higher learning Commission (HLC).
The Financial Planning Program is in the School of Business under the Department of Business Administration and is accredited by the International Assembly of Collegiate Education (IACBE).
