News Summary
Cerity Partners has made a philanthropic contribution to Western Kentucky University, renaming the Personal Financial Planning Program to the Cerity Partners Financial Planning Program. This partnership aims to enhance financial education through improved coursework, internships, and certifications, particularly a Certified Financial Planner™ certificate. Cerity Partners’ investment reflects their commitment to developing future financial leaders and strengthening ties to the local community through various collaborative initiatives.
BOWLING GREEN, KENTUCKY – Cerity Partners, a leading independent wealth management firm in the U.S., has announced a significant philanthropic contribution to Western Kentucky University’s Gordon Ford College of Business. This donation will lead to the renaming of the Personal Financial Planning Program at WKU to the Cerity Partners Financial Planning Program, recognizing the gift made by the firm.
This investment by Cerity Partners reflects its commitment to cultivating future financial leaders while strengthening connections within the Kentucky business community. The partnership aims to enhance educational experiences for students pursuing careers in financial planning.
WKU is recognized for its integration of a Certified Financial Planner™ (CFP®) certificate into its curriculum, enabling graduates to qualify for the CFP® exam immediately after completing their studies. This certification is a crucial credential for professionals in the financial planning industry.
As part of the collaboration, Cerity Partners plans to work closely with WKU to improve financial planning coursework offered at the university. Initiatives will include providing internships, mentorship programs, and sponsoring capstone projects. Additionally, Cerity Partners will support events such as Professionalism Week and the Personal Finance Summer Camp, aimed at preparing students for real-world finance roles.
The primary goal of this partnership is to offer students hands-on learning experiences, access to advanced technology, and projects that promote academic excellence within the Cerity Partners Financial Planning Program. This program is anticipated to become a cornerstone for student achievement, promoting industry collaboration and academic leadership.
Jason Waters, a Partner and Market Leader at Cerity Partners, noted the personal importance of supporting WKU, particularly as an alum of the institution. The firm boasts over 50 employees who are also WKU alumni, underscoring a strong connection to the local community.
Additionally, Andy Wolfgang, the Chief Training and Quality Officer, pointed out that the newly renamed program will adequately prepare students for a dynamic and evolving industry, reinforcing Cerity Partners’ dedication to promoting lifelong learning among its workforce and in the broader community.
Overall, the establishment of the Cerity Partners Financial Planning Program is expected to enhance the educational framework dedicated to financial planning, ensuring students receive the necessary tools and knowledge to succeed in their future careers.
FAQs
What is the significance of Cerity Partners’ donation to WKU?
Cerity Partners’ donation will lead to the renaming of the Personal Financial Planning Program to the Cerity Partners Financial Planning Program, demonstrating their commitment to cultivating the next generation of financial leaders.
What will the partnership between Cerity Partners and WKU involve?
The partnership will involve enhancing financial planning coursework, providing internships and mentorships, sponsoring capstone projects, and supporting events like Professionalism Week and Personal Finance Summer Camp.
How does WKU support its financial planning students?
WKU integrates a Certified Financial Planner™ (CFP®) certificate into its curriculum, allowing graduates to sit for the CFP® exam upon graduation.
What is expected from the new Cerity Partners Financial Planning Program?
The program is expected to serve as a hub for student success, industry collaboration, and academic leadership, providing experiential learning and overall academic excellence.
How many employees of Cerity Partners are WKU alumni?
More than 50 employees of Cerity Partners are WKU alumni, showcasing strong local ties between the firm and the university.
Key Features of the Cerity Partners Financial Planning Program
| Feature | Description |
|---|---|
| Program Naming | Renamed to Cerity Partners Financial Planning Program |
| Curriculum Enhancement | Inclusion of internships, mentorships, and capstone projects |
| CFP® Certification | Students can qualify for the CFP® exam upon graduation |
| Community Ties | Over 50 WKU alumni are employees of Cerity Partners |
| Industry Collaboration | Events such as Professionalism Week and Personal Finance Summer Camp |
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Additional Resources
- PR Newswire: Introducing the Cerity Partners Financial Planning Program at Western Kentucky University
- Wikipedia: Financial Planning
- PLANADVISER: Product & Service Launches
- Google Search: Financial Planning Education
- Lane Report: U.S. Playing Cards Celebrates 140th Anniversary
- Encyclopedia Britannica: Financial Advisor
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