B&E Financial Planning curriculum again
approved by CFP Board of Standards

February 27, 2015


The College’s BSBA (Bachelor of Science in Business Administration), majoring in Finance with a Concentration in Financial Planning, has again been approved by the Certified Financial Planner Board of Standards. The program, which has a track record of helping WVU finance students in job placement, gained recertification by the nationally renowned board.

The Financial Planning curriculum provides the education needed for students to sit for the Certified Financial Planner (CFP) exam. WVU’s program has been certified since 2010.

“This is certification that our curriculum provides the educational standards for the CFP profession,” said Dr. William Riley, chair, Department of Finance.

B&E has an annual average of nearly 70 students that participate at the undergraduate level in the financial planning courses.

“We have a reputation for being one of the only in-class, undergraduate programs in the country,” said Dr. Naomi Boyd, Assistant Professor of Finance and B&E’s Finance Ph.D. Program Coordinator, who also is the director of the Certified Financial Planning program. “One real plus we have is that certified financial planning is part of the undergraduate curriculum for finance majors.”

Undergraduate finance students go through the curriculum and are then ready to sit for the CFP test. Certification in this area of expertise opens the door for jobs in wealth management, financial sales positions and jobs that require a holistic approach to wealth management.

Dr. Charles R. Chaffin, Director of Academic Programs and Initiatives, CFP Board of Standards, noted the assets of the program at WVU.

“Strengths identified include faculty qualifications, including meeting AACSB (the Association to Advance Collegiate Schools of Business) standards; extensive use of case studies and other methods of applying theoretical principles to prepare students for meeting various clients; job placement of all graduates within three months of graduation; return of alumni to recruit graduates; inclusion of methods for students to apply financial planning methods in their personal lives; encouraging students to aid low income and elderly persons with financial planning; and utilization of practitioners in the field as guest speakers, which provides opportunities for students to interact with them,” said Chaffin.

Boyd said providing the foundation for students to have successful finance careers is the ultimate goal.

“I think our objective is to begin professional careers here,” she said. “This program provides students with a trajectory for their careers. The benefit for our students is that it gets them placed more favorably.”

The CFP Board partners with over 360 programs at more than 225 institutions.