The Personal Financial Management Certification program was developed by Inceptia in collaboration with leading academicians from East Carolina University’s (ECU) Financial Wellness Initiative, in the College of Business, and leaders in financial education.
The innovative, in-depth and self-paced personal finance certification program was created to equip higher education professionals, peer counselors, and college administrators with the knowledge, skills, resources and confidence to effectively guide and teach college students to navigate the complex and often tricky world of personal finance. It is our vision that future generations have the knowledge and capability to thrive financially throughout their lives. We believe that by arming our frontline colleagues in higher education with the essential financial principles that every college student needs, we will make great strides in having a more financially capable society.
Since piloting the program in May of 2011, we have had an overwhelming response to the certification program.
Click here to see what some of the alumni of the Personal Financial Management Certification program are saying.
For a general overview of the program, including topics covered, course costs, and time commitment click here.
While the CPFM program grows every day, the red on the map above designates which states currently are home to our Certified Personal Financial Managers, professionals who are prepared to teach and discuss personal finances with their students and serve their communities.
Program participants choose to fund their Certification in various ways, and Inceptia encourages participants who need assistance to research grant opportunities. Below, we have provided a downloadable handout that is designed for those interested in the Certification who plan to fund their participation through a grant. This handout provides tips and information that will assist in writing a grant application for the program.
A 25-year history of providing guidance, solutions and support.
For a quarter-century, Inceptia has been serving the financial aid industry – setting a standard for innovative products and services that make a difference. Inceptia has a rich heritage as a trusted guarantor within the financial aid and higher education community; however, change in the financial aid arena have resulted in a transformation of Inceptia. The emphasis has shifted from being a top guarantor of new student loans to providing student and financial aid related solutions to the higher education industry.
The Inceptia team has worked with more than 5,000 schools and has positively impacted more than two million borrowers. Inceptia has earned a respected reputation from financial aid staff and students alike for offering results-based programs that motivate users to take positive action. The Inceptia team is passionate about their job and aim to inspire that kind of commitment in schools, too.
Inceptia is dedicated to providing much-needed support to help schools effectively fulfill their roles and responsibilities. Our mission is to provide guidance to schools, along with the means to help their undergraduate, graduate and professional students succeed. Through comprehensive analytics, student success tools, financial education, default prevention and financial aid management, we are confident we can help all students, not just borrowers, become financially responsible adults. We are here to make it possible for more schools to launch brilliant futures. More information at Inceptia.org.
Bill is an instructor in personal and corporate finance at East Carolina University and is part of the ECU College of Business Financial Wellness Institute. He speaks on topics related to personal finance on college campuses across the country and is the author of two books; The Graduate’s Guide to Life and Money and Extra Credit: The 7 Things Every College Student Needs to Know About Credit, Debt & Ca$h. Bill was formerly a Vice President at Citigroup and was an economist for the federal government. He left the financial industry to focus on helping students become personally and financially successful.
Len is a Teaching Instructor in the Department of Finance and Director of Institutional Research at East Carolina University. A graduate of East Carolina University with a Bachelor of Science in Business Administration and an M.B.A., He spent 14 years in small business and entrepreneurship in eastern North Carolina. In 2000, Len joined East Carolina University in the management information systems department and later moved to the finance department. He is passionate about helping students acquire the personal financial decision-making skills they need to achieve their personal and professional goals.
Kate Trombitas background focuses on enhancing the financial capability of America's college students. Kate previously served as the associate director of The Ohio State University Student Wellness Center, where she founded Scarlet & Gray Financial, a peer-to-peer financial education program. Her expert financial advice for college students was recently featured in the 9th edition of Gardner, Jewler and Barefoot's Your College Experience: Strategies for Success. Kate holds a master's degree in communications from The Ohio State University and a bachelor's degree in finance from the Fisher College of Business.
Mark C. Weitzel
Mark is the founder and director of the newly developed Financial Wellness Institute at East Carolina University’s College of Business. Active in banking and finance for more than 30 years, he rose to the level of Vice President of Branch Operations and served as an instructor and regional President for the Institute of Financial Education. Since 1998, Mark has taught corporate finance in the College of Business at ECU and in 2001 created ECU’s first course in personal finance. He also serves as chief financial officer for 20/20 Vision Center, a Greenville, North Carolina-based optometric practice and for Viaticus Inc., a financial education company.
In 2008 Mark received the Centennial Award for Excellence in Leadership for his work in improving financial Literacy at East Carolina University and in 2010 he became an ECU Leadership Fellow.
Mark earned his undergraduate degree from the University of Michigan, Ann Arbor in 1984 and his MBA from Loyola University of Chicago in 1989.