Wisconsin Financial Services Institute (WFSI)
The Wisconsin Financial Services Institute is not accepting new applications at this time. We recommend the following providers of online CFP® Board approved courses.
Online and Classroom CFP® Course Information
|Online Executive Certificate In Financial Planning||CFP® Classroom Courses|
The UW Oshkosh College of Business is pleased to offer the Online Executive CFP® Certification Education Program in conjunction with Dalton Education, a leading provider of financial planning education materials.
The benefits of this program include:
Kaplan offers an Accelerated Financial Planning Program, Self-Study Online Program or University Partnered Programs with traditional classroom instruction. Visit their web siteor phone them at (866) 963-8329.
UW Oshkosh instructors are available to deliver insurance and financial planning courses to your workplace. For more information email Dr. Scott Beyerbeyers@uwosh.edu.
The University of Wisconsin Oshkosh does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) marks. CFP certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP-Board Registered Program, have met ethics, experience and examination requirements.