Financial Education for Securities, Banking, & Insurance Professionals.
Walt Woerheide, Ph.D., ChFC®, CFP®, has been at The American College for 14 years, and served as VP of Academics and Dean for 12 of those years. He holds the Frank Engle Distinguished Chair in Economic Security Research and is a 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 six 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 17 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 Ph.D. and M.B.A. degrees from Washington University, and has a B.A. from Brown University.
Degrees and Designations
PhD (1977) Washington University, Major: Finance
MBA (1972) Washington University, Concentration: Finance
BA (1969) Brown University, Major: Mathematical Economics
CFP® (2006) CFP Board, Studied at The American College
ChFC® (2011) The American College
Middle States Visitation Team to National Labor College: 2012
Middle States Visitation Team to Long Island University: 2013
Accreditation Liaison Officer: 2012 - 2014
Honors and Appointments
Council on Education, CFP Board, 2008.
Sabbatical for Winter Quarter, 1997-98.
Loaned Executive to United Way of Greater Rochester: Spring 1996.
RIT-COB Summer Research Grant: 1994, 1996.
Investment Audit Team, Board of Examiners of the Certified Financial Planner Board of
Standards, Inc.: 1994-95, 1997, 2002.
Federal Reserve Bank of New York Central Banking Seminar: 1992.
Distinguished Faculty Member, Michigan Association of Governing Boards of State
Introducing Personal Finance. John Wiley & Sons, New York, New York, 2002, 435 pages. [www.wiley.com/college/woerheide]
The Savings and Loan Industry: Current Problems and Possible Solutions. Quorum Books, Westport, Connecticut, 1984, 216 pages. [Selected for the 21st Annual list of "Outstanding Academic Books" by Choice, May 1985, p. 1289.] [http://www.greenwood.com/]
Fundamentals of Investments for Financial Planning, Seventh Edition, co-authored with David Nanigian, The American College, Bryn Mawr, Pennsylvania, 2013, 794 pages; Sixth Edition, 2011, 647 pages; Fifth Edition, 2008, 765 pages; Fourth Edition, co-authored with David M. Cordell, 2004, 786 pages; Third Edition, co-authored with David M. Cordell, 2003, 674 pages; Second Edition, co-authored with Robert S. Graber, 2002, 563 pages.
Chapters in Books:
“Investment Planning”. Co-authored with C. Bruce Worsham, in Foundations of Financial Planning: An Overview. The American College, Bryn Mawr, Pennsylvania, 2003.
“Retirement Investment Strategies: The Accumulation Period,” pp. 6.1 – 6.57 and “Retirement Investment Strategies: The Distribution Period,” pp. 7.1 – 7.48. In Financial Decision Making at Retirement. The American College, Bryn Mawr, Pennsylvania, Third Edition (2009), Second Edition (2007), First Edition (2005).
HS 328 Investments