Financial Education for Securities, Banking, & Insurance Professionals.

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  • 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 Ph.D. and MBA degrees from Washington University, and he has a BA from Brown University.
  • Degrees and Designations


    Ph.D.   (1977)  Washington University, Major: Finance
    M.B.A. (1972)  Washington University, Concentration: Finance
    B.A.     (1969)  Brown University, Major: Mathematical Economics
    CFP®   (2006)  CFP Board, Studied at The American College
    ChFC® (2011) The American College


    Accreditation Activities


    Middle States Visitation Team to National Labor College: 2012
    Middle States Visitation Team to Long Island University: 2013
    Accreditation Liaison Officer: 2012 - 2013


    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.
    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 Universities: 1990.

  • Introducing Personal Finance. John Wiley & Sons, New York, New York, 2002, 435 pages. Read more.
     
    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.] Read more.
     
    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. 
  • Course Responsibilities:
    HS 328 Investments
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)