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
Personal Financial Planning - Foundations of Financial Planning Course
This is a new course offered in partnership with Advanced Planning Education Group (APEG). Successful completion of the PFP 37010 Course (Personal Financial Planning), along with successful passage of the State Life, Health, & Accident license and SIE (Securities Industry Essentials) exam administered through FINRA (Financial Industry Regulatory Agency), will allow participants to bypass the 3-year experience prerequisite to enroll in the OU Executive Program and satisfy the CFP® education requirement. Click to view a brief introduction to the course from APEG.
The course is offered in an online, on demand format. Click to vist the course registration page.
Certified Financial Planner Executive Program
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**
Visit the program registration page.
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.
Executive Program Requirements
Course topics are covered in eight week periods with the final two weeks used for webinar presentations and personalized review as needed. The optional 40-hour CFP® Exam Review is strategically held just before the CFP® Exam in March.
One Monday of each month is reserved for the Fundamentals Mastery Course (part of the capstone) which covers the introduction to the financial planning process, including gathering and analyzing client data, developing recommendations, and reading and understanding a complete financial plan.
Executive Program Course Descriptions
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