PROGRESS INVESTMENT PLANNING
About Us
Dr. Christian Koch, CFP®, CPWA®, CDFA®, RICP®
Certifications
Dr. Christian Koch, CFP®, CPWA®, CDFA®, RICP® received the Certified Divorce Financial Planner (CDFA®) designation in 2011, the Certified Private Wealth Advisor (CPWA®) designation in 2013, the Retirement Income Certified Professional (RICP®) designation in 2016, and the Certified Financial Planner (CFP®) designation in 2020. Koch has been the recipient of the Five Star Wealth Manager Award for eleven years running.
Education
Dr. Koch holds a Bachelor of Business Administration (BBA) from Stetson University, a Master of Business Administration (MBA) in Marketing and Management from Jacksonville University and a Doctorate of Business Administration (DBA) from University of South Florida. He also holds an Advanced Management Program (AMP) credential from Harvard Business School.
Leadership
As a financial expert and independent thought leader, Dr. Koch is frequently asked to comment on the current state of investing and retirement by the Wall Street Journal, the Atlanta Business Chronicle, Family Law Review and many others. He has appeared on CNBC, CBS, CNN, FOX News, Bloomberg Business Week, Market Watch, and Yahoo Finance to promote his best-selling books: Get in the Game, The Big Question- a collaboration with Larry King, and The Soul of Success.
Dr. Koch is the Founder and CEO of Progress Investment Planning,LLC dba KAMSouth, LLC. His professional experience spans several decades in the banking industry within the Equity Research area. He also is currently Professor of Finance at NC State University; previously, he was a Professor of Finance at Dalton State College. He first started teaching as an adjunct professor at Christopher Newport University with undergraduate courses such as Principles of Investments and the masters-level Financial Analysis on Wealth Management and Financial Planning.
Dr. Christian Koch, CFP®, CPWA®, CDFA®, RICP®
Six Critical Findings
Dr. Koch’s Dissertation Research:
The Six Critical Findings of Warren Buffett
Dr. Koch’s dissertation research covered the work of Warren Buffett and his long-term investment principles. Currently, he uses the knowledge from this academic research with his twenty-five years of finance industry experience to teach and inform NC State students in the classroom.
The purpose of Dr. Koch’s research was to understand why Warren Buffett and his investment principles are not taught systematically in institutions where people are being prepared as investment and finance professionals. Buffett provides an understanding of investments, finance concepts, and markets that can improve academic finance and financial literacy because many of his lessons directly contradict what has been taught in business school.
There are Six Critical Findings that provide an overview of the platform in which Dr. Koch teaches in the classroom in an attempt to encourage communication and collaboration between students, academics, and finance professionals within the industry.
For more information on the research of Dr. Christian Koch,CFP®, CPWA®, CDFA®, RICP®: