WFU announces financial services and fintech hub in Charlotte with Kaplan partnership

Wake Forest University announced today it will open a new professional hub for Financial Services and Fintech in uptown Charlotte. The new course offerings are designed specifically for working professionals. This will expand executive education through non-credit courses, leading to a range of industry recognized certifications and designations. Wake Forest has partnered with Kaplan, an industry leader in financial training and professional development, to create these options. Kaplan will provide a range of services including marketing and recruitment, as well as assistance with curriculum, course development and content.

“Charlotte is recognized as the nation’s second largest financial center. Wake Forest is launching these expanded options to support the ongoing professional development of individuals and organizations in the growing financial services and fintech sectors.” says Todd Johnson, Vice President, Wake Forest University.

The new Financial Services and Fintech hub will initially provide live classroom instruction in over 30 topics focused on issues and credentials relevant to the ever-changing financial and fintech sectors in the US. These include: financial services licensing; cybersecurity training; professional designations in advanced financial services; data science; analytics literacy; accountancy; and wealth management certifications.

Kaplan Professional and sister companies CyberVista and Metis Data Science will provide subject matter expertise and training alongside existing Wake Forest University faculty.

In addition to traditional classroom instruction, the courses will also be delivered through a variety of modalities, including live-online instruction, asynchronous online courses, and with additional learning tools designed to meet the needs of the professional learner.

“Wake Forest is an innovative, world-renowned university and always looking for the right opportunity to support and serve employees, employers, and job-seekers effectively.” said Andrew Temte, CEO of Kaplan Professional. “CEOs nationwide are concerned about reskilling and upskilling their workforces. This partnership between Wake Forest and Kaplan will help support Charlotte’s financial services and fintech industries with ongoing human capital development to fuel its growth.”

The financial industry in Charlotte has grown significantly since 2000. According to the Bureau of Labor Statistics, the number of jobs has increased 47.4% since the year 2000, compared to 11.7% growth for the United States as a whole.

The financial services and fintech hub plans to host top speakers and subject matter experts from the Charlotte area and across the United States addressing topics of interests in the areas of finance, fintech, and data security. Courses and events will be hosted from Wake Forest’s uptown campus at 200 N College St #150 in Charlotte and boasts a 30,000 square foot state-of-the-art learning facility.

If you have questions for Kaplan Professional, please contact Kim Zinda at or 608.386.8553.

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