Other WFSI
Wisconsin Financial Services Institute (WFSI)
(additional information about WFSI can be found by using the right side menu items)
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.
The WFSI is led by Co-Directors Kristine Beck, Ph.D. and Barry Mulholland, MBA, CFP® both members of the College's Finance and Business Law Team. Kristine Beck specializes in the area of investments and Barry Mulholland specializes in the area of applied financial planning.
(For program requirements, fees and course schedules please use the right side menu, or the menu below.)
Program Requirements
Course Fees
Fall (Sept) Courses
Winter (Jan) Courses
Spring (April) Courses
Register for Courses
Tentative Course Schedule
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The certification marks above are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 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. |
CFP Board Information Links:
1. Steps to initial CFP® Certification
2. Topic List for CFP® Certification Examination
3. Your Career as a CFP® Professional