Wisconsin Financial Services Institute (WFSI)
The UW Oshkosh College of Business has formed the Wisconsin Financial Services Institute (WFSI) to provide educational services to professionals in the financial services and insurance industries.
WFSI offers classroom-based courses and continuing education programs for professionals at multiple sites in Northeast Wisconsin. Other areas of study will be offered as industry needs require. Courses are developed by both College of Business faculty and industry professionals.
WFSI is led by Director Kristine Beck, Ph.D., member of the College's Finance and Business Law Team. Kristine specializes in the area of investments.
| classroom | Classroom Review Course |
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Traditional Classroom Program (use the left side menu to find more information on our web site)
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Review Course, held in Green Bay, | Self-Paced Online CFP® Education Program |
Live Online Review for the CFP® Certification Examination |
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| The UW Oshkosh College of Business is pleased to offer the Online Executive CFP® Certification Education Program in in conjunction with Dalton Education, a leading provider of financial planning education materials. This education program is designed to fulfill the education requirement to sit for the CFP® Certification Examination. The benefits of this program include:
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The UW Oshkosh College of Business is pleased to offer our students the Dalton Review® eReview for the CFP® Certification Examination. This review is live, online with students and instructors communicating in real-time. For more information on The Dalton Review® for the CFP exam, please visit their web site. Graduates of the UW Oshkosh financial planning program receive a discount to attend The Dalton Review®. Please contact Kristine Beck for more information on the discount at beck@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.
1. Steps to initial CFP® Certification
2. Topic List for CFP® Certification Examination
3. Your Career as a CFP® Professional
