Bill Rives joined Ohio State in January 2002, after seven years on the graduate business faculty of Franklin University, to help the college develop executive and professional education programs in financial planning and risk management.
During a career spanning more than three decades, Bill has held teaching and research appointments at Duke, Princeton, Rice, Trinity University (San Antonio), the University of Delaware, and Franklin University (Columbus). His consulting engagements include Aetna Life Insurance, USAA Life Insurance, USAA Real Estate Company, the National Institute on Aging, the National Institute of Mental Health, and the US Department of Commerce.
At Ohio State, Bill teaches Business Finance, Financial Planning, Risk Management and Insurance, and Life and Health Risk Management in the Finance major; and Enterprise Risk Management in the MBA program. He also manages Ohio State’s CFP® Certification Education Program, a CFP-Board-registered program designed for working professionals who want to complete the education requirements for the CFP® Certification Exam.
Bill is a member of the American Risk and Insurance Association, the National Association of Insurance and Financial Advisors, and the Society of Financial Service Professionals. He holds the Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU) and Chartered Financial Consultant (ChFC) designations. He is also a licensed life and health insurance agent in Ohio and has been working in insurance and financial services, both as a consultant and a general agent, for more than two decades. His principal expertise is retirement income planning and retirement asset management. Bill is a frequent speaker on financial planning issues for professional, civic and non-profit organizations.
Areas of Expertise
- Financial Planning
- Risk Management
- Master and PhD degrees, in economics, from Duke University
- BBA, University of Missouri at Columbia
Finance 1200 - Personal Finance
An introduction to the financial planning process, budgeting techniques, income tax planning, credit and debt management, insurance planning, investment management, and retirement plans and retirement planning.
Finance 3300 - Introduction to Insurance and Risk
An introduction to the risk management process, loss analysis and risk transfer strategies, private insurers and the global insurance industry, and the role of insurance in life, health, property, and liability risk management.
Finance 4310 - Property and Liability Insurance
An examination of the tools and techniques of property and liability insurance planning and their application to personal and business risk management.
Finance 4311 - Life and Health Insurance
An examination of the tools and techniques of life and health insurance planning and their application to personal and business risk management.
Finance 4312 - Employee Benefit Plans
An examination of employee benefit plans, principles of benefit design, group insurance benefits, employer-provided retirement plans, and the legal and regulatory environment of benefit programs.