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Minnesota State University, Mankato
Minnesota State University, Mankato


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Instructors are experienced financial planning professionals with CFP® certifications, CPA, CLU, ChFC, CFP or J.D. designations.

The following are current members of the faculty for the Financial Planning Certificate Program:




Dustin J. Smith, CFP®, ChFC®, FIC

Wealth Enhancement Group

Course: CFIN 201: Fundamentals of Financial Planning

Josh Wolberg, CFP®, MBA

Channel Financial

Course: CFIN 201: Fundamentals of Financial Planning / CFIN 202: Investment Planning

Angela M. Veldhuizen Rollins, CFP®, JD, MBT

Accredited Investors, Inc.

Course: CFIN 203 Tax Planning

John Comer, CFP®

Waddell and Reed

Course: CFIN 204 Retirement Planning

Daniel Hiebert, CFP®

Oak Financial Planning, Inc., ActiFi

Course: CFIN 204 Retirement Planning / CFIN 206 Financial Plan Development Case Studies - Capstone

Susan T. Peterson-Lerdahl, JD

Henningson & Snoxell, Ltd.

Course: CFIN 205 Estate Planning



Contact Information

Questions: If you have questions about how to register, contact the Continuing & Professional Education at 507-389-1094, or email