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Wright State University
Raj Soin College of Business
Personal Web Page
  William Wood, CFP
  Lecturer & Director 
  Financial Services Program
  Office: 243 Rike Hall

  Phone: (937) 775-2902

  Email: william.wood@wright.edu
 

Office
Hours

 

  

Tues  10:00 - 11:30 a.m.; .

Thurs 10:00 - 11:30 a.m.;

Others by Appointment 

 
Course Information
Bullet FIN 205-01  Fall 2009
Bullet FIN 205-04   Fall 2009
Bullet FIN 461-01   Fall 2009
Bullet FIN 481 - Financial Services Internship 
Bullet Financial Associations and Designations 
Bullet Steps Leading to  CFP Certification 
Bullet CFP Board
Bullet The Wright Financial Path
Bullet The  Finance Club
Bullet Internship Opportunity Postings

Biography

Bill Wood is currently the director of the Financial Services Program within the Department of Finance and Financial Services of the Raj Soin College of Business at Wright State University. He has been an instructor in the Department since 1996.

Bill is a Certified Financial Planner professional and a member of the Financial Planning Association. As an independently practicing financial planner with The Advisory Group, Bill has many years experience in personal and small business financial planning, including business retirement plans, personal retirement planning, education cost funding and estate planning.

As an active practitioner in the financial planning field, Bill brings to the classroom the real-world examples and applications of the academic theory and fact. An advocate of the case-study approach to learning, Bill brings the students into the classroom discussions and asks the leading questions that help tie concepts together.

As Bill says, “Our goal is to prepare students to make a meaningful contribution to their client’s personal and business success.

Educational Background

           CFP Certification, College for Financial Planning, 1996
           M.S. Public Administration – Healthcare Management,University of Houston, 1981
         B.S. Biology/Business, University of Texas, 1978

Courses Taught
Personal Financial Planning, Retirement Planning and Employee Benefits, Estate Planning, Seminar in Financial Planning, Financial Services Internship, Financial Services Independent Study.
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