Financial Education for Securities, Banking, & Insurance Professionals.

Walt Woerheide, PhD, ChFC®, CFP®

» Frank M. Engle Distinguished Chair in Economic Security Research
» Vice President of Academic Affairs and Dean
» Professor of Investments

Areas Of Expertise:
Advisory Board, Corporate Finance, Financial Institutions, Financial Management, Financial Planning, Financial Statement Analysis, Investments, Portfolio Management, Security Analysis


Course Responsibilities:
HS 328 Investments

Before joining the College in 2001, Dr. Woerheide held appointments as a professor of finance at the University of Illinois at Chicago for 10 years, the Univ. of Michigan - Flint for 6 years, and Rochester Institute of Technology for 11 years. He also worked for a year as a Visiting Scholar at the Federal Home Loan Bank Board.

Dr. Woerheide has served as President of the Academy of Financial Services, an association of people interested in teaching and research in the area of financial planning, and as President of the Midwest Finance Association. He has been Judge for the Financial Frontiers Awards, a Judge for the Kenneth Black, Jr., Journal Author Award Program given by the Journal of Financial Service Professionals. He also serves as an Associate Editor for the Journal of Financial Service Professionals and serves on the Editorial Board of the Financial Services Review and Business Quest and the Journal of Financial Planning.

In addition to co-authoring the three most recent editions of The College's Investments textbook, he has also published Introducing Personal Finance with John Wiley & Sons, and The Savings and Loan Industry: Current Problems and Possible Solutions with Quorum Books. Dr. Woerheide has published over 26 articles in various journals including Journal of Financial Service Professionals, Financial Services Review, Financial Counseling and Planning, Journal of Financial Planning, and Journal of Consumer Affairs. He has refereed articles for 16 different journals, served on multiple program committees for professional associations, reviewed numerous textbooks, and serves as an outside referee for promotion and tenure cases.

Dr. Woerheide earned his PhD and MBA degrees from Washington University, and he has a BA from Brown University.


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Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)