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

Walt Woerheide, Ph.D., ChFC®, CFP®, is VP of Academics and Dean at The American College. He also serves as the Frank Engle Distinguished Chair in Economic Security Research and Professor of 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 served as a Judge for the Financial Frontiers Awards given by the Journal of Financial Planning and for the Kenneth Black, Jr., Journal Author Award Program given by the Journal of Financial Service Professionals. He currently serves as an Associate Editor for the Journal of Financial Service Professionals and serves on the Editorial Review Boards of the Journal of Financial Planning, Financial Services Review, and Business Quest.
In addition to authoring and co-authoring the four 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 nearly 30 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

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)