C.W. Copeland

C.W. Copeland

PhD, ChFC®, CLU®, RICP®

Adjunct Professor of Insurance

Areas of Expertise:

Insurance Planning, Investments, Retirement Planning

PhD in Financial Planning, University of Georgia
M.S., Georgia Institute of Technology
B.S., Georgia Institute of Technology
B.S., Tuskegee University

About

C.W. Copeland, PhD, is an Adjunct Professor at The American College of Financial Services specializing in insurance planning, financial planning, and retirement planning. His responsibilities at The College include developing curricula and teaching. Additionally, Dr. Copeland conducts scholarly research in behavioral economics and teaches professional and graduate-level courses in insurance and financial planning at The College. He is the author of Financial Services Overview: The Practicum, editor of McGill’s Life Insurance, co-author of Applications in Financial Planning I & II, co-editor of Essentials of Life Insurance Products, and co-editor of Essentials of Disability Income Insurance, all published by The American College of Financial Services. He has been a regular guest on radio and television shows across the country, where he addresses audiences on financial planning strategies on a regular basis. Dr. Copeland also writes articles for national financial services magazines and has been quoted in USA Today and The Wall Street Journal. He is also a member of the Editorial Review Board for the Journal of Financial Planning.

Prior to joining The College, Dr. Copeland served for 16 years as an adjunct professor in the School of Business at Clark-Atlanta University and 22 years as an instructor with R.S. Thomas Training Associates, providing pre-licensing training, continuing education, and business development advice for financial services professionals. Dr. Copeland has more than 20 years of industry experience as a financial planner, where he coordinated the efforts of attorneys, tax advisors, employee benefits coordinators, estate and business planners, and pension managers for the benefit of his clients. He holds numerous designations, licenses, and registrations in the areas of investments and insurance.

Dr. Copeland resides in his native home of Atlanta with his wife (Terri) of 28 years and their two children (Kennedy & Clinton).