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Financial Planning Center at Appalachian State University

 

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Department of Finance, Banking & Insurance
Walker College of Business

FPA Charlotte

Ivan C. Roten, PhD, CFP®
Director, Financial Planning Center
ASU Box 32058
Boone, NC 28608-2058
828-262-6943
Contact Us

Appalachian State University home

 

 

WELCOME

 

STUDENT RESUMES

Career Resumes

Internship Resumes

 

2008

ASU FINANCIAL PLANNING STUDENTS COMPETE

IN TWO NATIONAL CONTESTS

2008 Ameriprise Financial Planning Invitational

Final Phase: Minneapolis, MN

April 23-24, 2008

 

2008 IARFC Financial Planning Competition

April 10, 2008

 

2007

ASU FINANCIAL PLANNING STUDENTS COMPETE

IN TWO NATIONAL CONTESTS

2007 IARFC Financial Planning Competition

FIRST PLACE

2007 Ameriprise Financial Planning Invitational

FINALIST

 

Appalachian State University (ASU), through the Financial Planning Center, is registered with Certified Financial Planner Board of Standards Inc.(CFP Board) to offer undergraduate and executive certificate programs in the area of financial planning. The programs provide students with a comprehensive study of the financial planning field, completing the first of four certification requirements. Because CFP® certification indicates to the public an ability to provide financial planning without supervision, CFP Board requires an individual to have experience in the financial planning process. Three years of relevant experience with a bachelor's degree is required. The work experience requirement can be completed either before or after successfully completing the CFP® Certification Examination. In addition to education, examination and experience, students are held to the highest ethical standards.

FINANCIAL PLANNING PROGRAM

 

> Financial Planning Association (FPA) Symposium Scholarships

 


Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Appalachian State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

 

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