Lori Oancea - Program Director
lorioancea@oakland.edu
(248) 535-1388
Please visit our website for the most up-to-date information about this program: Certified Financial Planner Website
Program Description
Increasing public sensitivity to changes in the economic climate, concern about preparing for retirement, confusion about the type of financial products and services now available indicate that Americans, now more than ever, are aware of the necessity of professional financial guidance.
This environment has created new opportunities for financial service professionals who can render an integrated analysis of their clients’ needs and compile a comprehensive personal financial plan. The depth and breadth of knowledge and expertise required to deliver full-service financial guidance is provided by OU’s Certificate Program in Personal Financial Planning. This quality program presents the techniques and knowledge necessary to formulate and execute comprehensive financial plans that will assist clients in accumulating, conserving, and transferring personal wealth.
Oakland University’s Certificate Program in Personal Financial Planning is registered with the CFP Board of Standards in Washington, D.C. and meets the standards set by the CFP Board. OU’s program was one of the first in the country to be registered by the CFP Board. Participants who complete the OU program are eligible to sit for the CFP Board Examination.
Registration Requirements
- A Bachelor’s degree*
- Three years of professional experience in the financial planning process**
Qualifying experience may be acquired through a variety of activities and professional settings including personal delivery, supervision, direct support or teaching.
See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements#sthash.L459wjZP.dpuf
*CFP Board Requirement for Exam Application
**CFP Board Requirement to practice as a CFP® Professional.
Program Requirements
One cohort group will begin each year in February and finish one year later. A new course will begin every other month throughout the year. The program requires the completion of six, 8-week courses, all of which are required to sit for the CFP Examination plus completion of the CFP Exam Review. Course topics are covered in 6-week periods with the last two weeks used for webinar presentations and personalized review as needed with faculty.
To be the most successful, courses must be taken in the following program sequence: Income Tax, Risk Management, Investments, Retirement, Estate Planning, and Financial Plan Development Course. Individual courses are offered once per year.
Course Descriptions
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