Introducing the Cerity Partners Financial Planning Program at Western Kentucky University

BOWLING GREEN, Ky., Sept. 23, 2025 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced a major philanthropic gift to Western Kentucky University's Gordon Ford College of Business. In recognition of this contribution, the Personal Financial Planning Program at Western Kentucky University (WKU) will be named the Cerity Partners Financial Planning Program.

The investment underscores Cerity Partners' commitment to preparing the next generation of financial leaders while strengthening ties within the Kentucky business community. WKU has long been recognized as an early adopter of integrating a Certified Financial Planner™ (CFP^®) certificate into its coursework, allowing graduates to sit for the CFP^® exam upon graduation – a distinction that continues to set its students apart in the profession. Through the partnership, Cerity Partners will enhance WKU's financial planning coursework, provide internships and mentorships, sponsor capstone projects, and support key events like Professionalism Week and the Personal Finance Summer Camp. Building on this foundation, the gift will provide students with experiential learning, technology, and initiatives that further elevate the program's academic excellence.

"Supporting WKU through this gift is deeply meaningful for me as both an alum and as a leader at Cerity Partners," said Jason Waters, Partner and Market Leader. "We hope this investment strengthens the financial planning program and equips students with the tools to excel as future leaders. This partnership reflects our firm's commitment to invest in education and give back to the communities we serve."

Cerity Partners has deep roots across Kentucky, with over 50 local leaders and colleagues who are proud Western Kentucky University alumni. The firm views the partnership as a natural extension of its commitment to advance financial education and career pathways in the region.

"This partnership with WKU mirrors the vision we've set with Cerity Partners University (CPU), where we invest in lifelong learning for our colleagues across all career stages," said Andy Wolfgang, Chief Training and Quality Officer. "Just as CPU provides our colleagues with training in both technical and practical application, as well as leadership, management, and business development, the Cerity Partners Financial Planning Program at WKU will prepare students to thrive in an evolving industry. Together, these initiatives reflect our commitment to advancing education inside and outside of our firm."

The Cerity Partners Financial Planning Program will serve as a hub for student success, industry collaboration, and academic leadership, positioning WKU as a premier destination for aspiring financial professionals.

About Cerity Partners

Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high- and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Visit ceritypartners.com to learn more.

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SOURCE Cerity Partners