Certificate
in Financial Planning
Meet a Graduate: Fred Welch
"The
CFP certification is a great designation to have in financial
services. It is a very broad-based designation that encompasses
quite a bit, from investments, to insurance, to estate planning
and tax. It is also the most recognizable designation to clients.
For me, it is a competitive edge that will be useful."
"I
think this program can benefit anyone who is working in the
financial services field, or looking to enter the field. For
me, the positives about the University of Delaware program
were the one year time period and the classroom setting. I've
known many who have taken the self study approach that have
taken two or more years to complete. The classroom setting
was great because it kept you on schedule, and you had the
interaction with your class and your instructor."
"The
program's instructors were all working professionals in their
fields who did a great job of bringing their experiences into
the classroom. Everyone was committed to seeing the success
of the students and the program. The knowledge that I came
away with will be invaluable."
Fred
Welch completed the University of Delaware's Certificate in
Financial Planning in September 2007, and subsequently passed
the CFP Board's Certification Examination. He is a First Vice
President--Investments for Wachovia Securities.
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