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Certified Financial Planner


Financial Function Calculator Course

Online course

The Financial Function Calculator Course is offered to students enrolled in, or expected to enroll in, the Personal Financial Planning Program.  This calculator course covers the essential concepts of the Time Value of Money, including compounding, discounting, serial payment inflation adjustments and practical uses.  Practice questions and exercises are used to enhance understanding of common financial planning applications including education funding, retirement income gap analysis, and insurance need calculations, as well as other uses.

Please register here, by entering CEOL 37101 in the search bar.


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.

Executive Program

The new twelve month executive program is designed for professionals who have experience in the financial service industry. It is a streamlined one-year program aimed at providing each required topic over a four week period, followed by personalized instructor-facilitated remediation to ensure concept mastery.  The program additionally includes an exam review strategically held just before the CFP Exam.

The goal of the program is to assist participants through successful completion of the materials using techniques applicable to adult learning styles and a schedule that will integrate into busy work and personal lives.

Program 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.
  *CFP Board Requirement for Exam Application

**CFP Board Requirement to practice as a CFP® Professional.

Course of Study
Program participants will deliberately begin and end the year-long program together to support each other through program completion.

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.

Program Format
Each course is 8-weeks in length and is provided through a blend of instructor-led and online formats.  Six of the eight  weeks is devoted to topic specific coursework.  The last two weeks of each course is devoted to one-on-one  instructor-facilitated individualized concept remediation provided through scheduled faculty office hours.  In addition during these two weeks, a minimum of two required topic-specific or CFP practice management webinars will be presented for value-added learning.

For Cost of course visit OUPACE Registration Page

Discounts available:

  • Register for 2 – 3 courses during a single registration and receive a 5% discount on each course.
  • Register for 4 – 5 courses during a single registration and receive a 10% discount on each course.
  • Register for 6 courses during a single registration and receive a 15% discount on each course.

NOTE:  TUITION IS NON-REFUNDABLE ON DISCOUNTED COURSES. Discounts do not apply to PFP 10000 Financial Planning Exam Review. 

REGISTRATION NOTE:  Search for PFP on the Registration Search bar to add all 6 courses!!

Exam Review
The Personal and Financial Planning Program partners with Keir Educational Resources to offer a four-day instructor-led exam review. All individuals who meet the initial educational requirements of the  CFP® Board  and are ready to prepare for the certification examination can register for this comprehensive exam review.

The CFP® Board has discovered that students who take a review course have the highest potential for exam success. When scheduling your review class, allow sufficient time between finishing your last class and taking the exam review. This will allow for enough time to study at home before taking the CFP® exam.  Students following the study recommendations outlined by Keir can observe an increase of 15-20 points above the national pass rate.

Keir Educational Resources recommends studying the required course materials for 120 hours prior to the start of the review course, and a total of 200 hours before taking the exam. The Certification Basic package is required and should be ordered directly from Keir 3 months before the review. 

Certificate of Completion
Certificate of completion will only be awarded to those individuals that have completed all 6 required courses with Oakland University.

Program Faculty
Eric Carver Eric Thomas Carver is a member of Dykema, a leading national law firm, serving business entities worldwide on a wide range of complex business issues. Prior to Dykema, Eric was a tax consultant for Ernst & Young's Entrepreneaur group, and served in multiple administrative and legislative capacities for United States Senator Carl Levin. Eric Carver's practice focuses on Business Entity Planning; Taxation; Estate Planning; Family Wealth Transfers; Business Entity Formations; Corporate Planning and Taxation; Limited Liability, Company Planning and Taxation; Tax Controversies; Mergers, Acquisitions and Divestitures; Real Estate Acquisitions, Charitable Giving and Charitable Trusts; Contested Estate, Trust and Probate Matters; Probate Litigation; and Decedent Estates and Probate Administration. In addition to his work in these numerous fields, Eric also works directly with individuals, businesses and families to provide legal advice in formation of business ventures, wills, and trusts. Eric received his Masters of Law degree from Wayne State University and attended the University of Detroit for his J.D., where he has also obtained his M.B.A. Eric has been the recipient of numerous awards and recognitions. He was recently recognized in The Best Lawyers in America 2010-2013. Copyright 2012 by Woodward/White, Inc., Aiken, SC. Eric was also named a Top Lawyer by dbusiness Magazine in 2010 and 2013. Click here for more information about Eric Carver.
Alexander DinserAlexander Dinser is a CERTIFIED FINANCIAL PLANNER™, professional, with Horizon Wealth Management. Alex grew up in the city of South Lyon, Michigan and is a proud alumnus of Orchard Lake St. Mary’s Preparatory High School. Upon graduation, he attended Western Michigan University where he obtained a Bachelor of Science Degree in Finance. He also enlisted in the Air Force National Guard and was deployed to Balad, Iraq where he served his country with honors. Following his tour of duty, he was recruited by MetLife Securities and Insurance Company and completed the Certified Financial Planning® Program at Oakland University. Soon after, he enrolled with the American College and received the designation of Chartered Financial Consultant (ChFC). While with MetLife, Alex was a Leader’s Conference qualifier two years in a row. He later went on to form his own practice as a financial planner with his current broker/dealer, ING Financial Partners. Alex continues to grow his practice and will be sharing his knowledge with others starting in 2014 as instructor in Oakland University’s Personal Financial Planning program of study. Alex currently resides in Royal Oak, Michigan and enjoys spending time with his family, friends and wife Jessica. Alex serves on the Finance Council for St. Mary’s Catholic Church and likes to travel. He’s also an avid hunter and fisherman, and plays recreational softball and golf.
Larry JonesLarry has twenty-seven years of experience in advising individuals in all areas of wealth management, with an emphasis on business owners and corporate executives. In addition to his CPA designation, he also holds the American Institute of Certified Public Accountant’s Personal Financial Planning Specialist designation and also is a Certified Financial Planner. Larry is also on staff at Oakland University where he teaches income taxation in the financial planning program, has been published in several technical journals, and is a member of the AICPA’s National CPA Financial Planning Insights Panel. Larry is an active member of the American Institute of CPA’s, the Michigan Association of CPA’s, the Financial Planning Association, and the Michigan Financial Planning Association. He is the past president of the Burton Rotary Club and past president of the Flint Power Squadron.
Jeffrey HoenleJeffrey Hoenle is the President and Co-Founder of Platinum Wealth Management Group, Inc. in Sterling Heights, Michigan with an additional office in Pentwater, Michigan. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional practicing in the financial and insurance arena for over eighteen years. He is licensed to offer Life, Health and Disability insurance in several states as well as serving as Registered Representative and Investment Advisor Representative with SII Investments, Inc. He currently holds Series 6, 63, 65 and 7 licenses. Jeff is a graduate of Wayne State University with a degree in Business Administration and a focus on Management. He also is certificate recipient of Oakland University’s Personal Financial Planning program, which he obtained in 2009. In 2002, he completed his Chartered Retirement Planning CounselorSM designation obtained at the College for Financial Planning. Jeff’s financial practice recognizes that a client’s financial plan doesn’t stand alone, but is actually interwoven with the estate plan, tax plan and insurance plan. In order to help families intertwine these plans into a cohesive and comprehensive macro-plan, Jeff works with several complementing professionals including attorneys and Certified Public Accountants. Jeff’s clients’ benefit from professionals working together so that finite resources are allocated for optimal results. Jeff serves as a Director with The Financial and Estate Planning Council of Metropolitan Detroit and Chairs their Young Estate Planner Committee. Jeff also serves as an instructor in Oakland University’s Personal Financial Planning Certificate Program. Jeff is active in the community and serves as the President for both the Vineyards Community Association, and the Vineyards Subdivision Association. He is the Vice-President of the North Central Beach Association and a director of the NCBA Conservation Organization. Jeff is married to Kathy and has a three year old son, David, which keeps him busy in his spare time.
James KnausMr. Knaus is a practicing financial planner in Troy, Michigan with over four decades of experience in all aspects of financial and estate planning. He is a co-owner of Global Wealth Advisors, LLC, a registered investment adviser. At Oakland University, Mr. Knaus currently teaches the Financial Plan Development course, for which he has authored the textbook in cooperation with Keir Educational Resources. He has also taught an introductory course, the insurance and the retirement courses, and the exam review. Jim is a former member of the CFP Board of Governors, a former chair of the CFP Board of Examiners, former member of the CFP Board Disciplinary and Ethics Commission, and a current member of the CFP Board Appeals Panel. His undergraduate degree was conferred by the University of Notre Dame and his Masters of Science in Management was awarded through Walsh College.
Brad KreinerBrad Kreiner is a Certified Financial Planner (CFP®) and an Accredited Estate Planner (AEP®) with 34 years of experience providing Financial Planning counsel to Individuals, Business Owners and Professionals. Brad is the Managing Partner and founder (07/1999) of Kreiner Financial Network (KFN). In the past, Brad has been a Board and Committee Member for the Bay Area Chamber of Commerce, President of the Bay City Jaycees, Birmingham YMCA, and Bay City Evangelical Free Church. He is also currently on the Allocations Committee for United Way, a Board Member for Volunteer Action Center, current Foundation Board President for the Detroit YMCA, and executive Board Member for Spring Hill Camps. Brad's involvement with industry has also been quite extensive. He belongs to the Institute of Certified Financial Planners, is a Board Member for the General Agents and Managers Association, and member of the Financial Planning Association. Brad is the former President of The Financial Estate Planning Council of Metro Detroit and former Chapter President of the National Association of Insurance and Financial Advisors (NAIFA).
Ron McAllisterRon McAllister is a Certified Financial Planner ™ who has had his own business in Rochester Hills, MI for sixteen years. He helps his clients to understand their entire financial picture, by working together with other professionals such as estate and business attorneys, and CPA’s to achieve the best overall results for each client Ron specializes in Insurance, Investments, Retirement Planning, Estate Planning, Tax, and Military Personnel Finances. He is also certified in CFP®, series 6, 63, 65, 26, life and health insurance License’s. Ron earned his Bachelor’s of Science in Mechanical Engineering from Lawrence Technological University, and completed his Certified Financial Planner ™ courses at Eastern Michigan University. Ron McAllister is currently an instructor for Professional and Continuing Education at Oakland University where he teaches investment and survey classes. He has previously taught the CFP curriculum at Eastern Michigan University where he instructed the Insurance, Investments and Retirement Planning classes. He also taught the Introductory Course which encompassed all portions of the CFP program to include Taxes and Estate Planning. Besides his 16 years in the financial industry Ron was Director of worldwide sales to Ford Motor Co. for ZF/Lemforder. He was responsible for all commercial and technical contracts handled thru Ford’s purchasing and engineering centers in North and South America and Europe. He served as a Sergeant in the United States Marine Corps, and has lived with his wife Diane and 19 year old twins in Troy, MI for the past 22 years.
Tony VanekAnton (Tony) Vanek is a native of Chicago. He graduated from Proviso East High School in Maywood, IL. He has a Bachelor of Business Administration (concentration in Finance) from the University of Iowa and a Master of Business Administration (concentration in Finance) from the University of Wisconsin – Madison. He is a member of the Alpha chapter of Beta Gamma Sigma at the University of Wisconsin. Tony worked as Assistant Vice President in Commercial Lending at National Bank of Detroit (now Chase Bank) from 1975-1980. Since 1980 he has worked as a registered representative with AXA Advisors, LLC (formerly The Equitable Life Assurance Society of the U.S.). Tony received his Chartered Life Underwriters (CLU) and Chartered Financial Consultant (ChFC) professional designations through the American College in 1984 and CERTIFIED FINANCIAL PLANNER™(CFP®) designation in 1987. He has been an instructor in Oakland University’s Personal Financial Planning Program since 1988. Through his class, Tony teaches prospective financial planners the material necessary to help them pass the national “CERTIFIED FINANCIAL PLANNER™” examination. Tony’s hobbies have included coaching youth sports (Birmingham Little League and Holy Name CYO basketball) and Church volunteer work (various committees at Holy Name Church, Birmingham, MI). He lives in Bloomfield Hills with his wife Anna.
Gary SalachGary Salach is a Certified Financial Planner ™ with an office in Rochester Hills Michigan. Gary was a Financial Executive at Chrysler Corporation for 30 years where he held various positions. He was an International Auditor living in Venezuela, Mexico, England, Belgium, Holland, Italy, Germany and Spain. His son was born in Spain. He also was a Financial Executive for the Environmental Planning, Corporate Manpower and Dodge Ram Truck departments as well as participating in Mergers and Acquisitions. While at Chrysler he attained the Certified Management Account and Certified Internal Auditor designations. He has done extensive work for the Military assisting servicemen with their financial planning. He has been on assignment at: Selfridge ANG Base in Michigan, Fort Drum New York, Fort Campbell Kentucky, Fort Knox Kentucky and Schofield Barracks in Hawaii. Gary earned his BA from Michigan State University and his MBA from Eastern Michigan University. He specializes in Insurance, Investments, Retirement Planning and Military Personnel Finances. Gary has been awarded and recognized for the following awards:Certified Financial Planner (2005), Certified Management Accountant (1987), Certified Internal Auditor (1985), Securities Licenses- Series 63 and 65, Life Insurance, Property & Casualty Insurance, and Health Insurance. Gary is currently an instructor for Professional and Continuing Education at Oakland University where he teaches investment and survey classes. Gary previously taught the CFP curriculum at Eastern Michigan University where he instructed the Insurance, Investments and Retirement Planning classes. He also taught the Introductory Course which encompassed all portions of the CFP program to include Taxes and Estate Planning. Besides being a career finance professional he was also taught the 6th 7th and 8th grades at St. Aloysius School in Romulus Michigan. In the Army he was a 1st Lieutenant, Platoon Leader for the 173 Airborne Brigade serving in the Republic of Vietnam.
 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments and Financial Planning PFP37100

A newly re-designed introduction to the Principles of Personal Financial Planning and Investments.  Participants receive an extensive introduction to the financial planning process, time value of money, ethical considerations, economic environment and essential investment planning concepts.  The course includes study of securities markets, investment asset classes, portfolio construction, and investment techniques, tools and strategies.  An HP10BII calculator is required for the program.

Risk Management and Financial Planning PFP 37050

Survey of risk management, primarily in the areas of life, health, casualty, and liability insurance. Includes analysis of risk exposure, evaluation techniques for various insurance plans, and contract selection criteria from a cost-benefit standpoint. Income and estate taxation laws as related to insurance premiums and benefits; alternative methods of funding insurance premiums; and the role of insurance in retirement and estate planning will also be discussed.

Income Tax and Financial Planning PFP 37150

Designed to enable the professional providing personal financial planning services to recognize many of the income tax planning opportunities and dilemmas that may arise. The course covers the fundamentals of individual income taxation and tax law overview, terminology and computations. Discussion and analysis will focus on practical problems involving tax planning implications of home ownership; property transactions; tax advantaged investments; divorce and remarriage; forms of business ownership; accounting methods and periods; life insurance, annuities, and securities; intra-family and charitable transfers; and forms and methods of employment compensation.

Retirement and Financial Planning PFP 37200

Provides working knowledge of retirement planning tools, terminology, and techniques, including the rules, regulations, and taxation of qualified and non-qualified plans: Pension, profit sharing, 401(k), SEP, IRA, and deferred compensation. Includes study of the basic characteristics of specific employee benefits such as group life insurance and group health coverage. The financial planning process will be emphasized in class discussion with illustrations from practical experience and actual case histories.

Estate Planning and Financial Planning PFP37250

Also, newly re-designed, this course combines the estate planning essentials with practical application using the case study method.  The course covers the estate planning process, property ownership and implications, lifetime and death-related transfers, legal documents, federal gift and estate tax law, business transfers, estate valuation, and income tax ramifications in estate planning.

The case studies integrate all aspects of the financial planning process with an emphasis on the estate planning.  Students are expected to participate actively in the case presentations.

Financial Plan Development and Financial Planning PFP 37300

The Financial Plan Development Course features solid, practical application of all the material covered in the prior classes.  Students are required to prepare a comprehensive written financial plan and to present it orally, according to rules established by Certified Financial Planner Board of Standards, Inc.  The course provides both relevant practical experience in comprehensive planning and superlative preparation for the case studies in the national certification examination.

Financial Planning Exam Review PFP 10000

Exam Review Workshop prepares students who have completed the Educational Requirements by reviewing materials on the certified Financial Planning Examination.  This course is not required by the Certified Financial Planning Board of Standards to apply for the national exam.  However it is a required component of the OU Executive Financial Planning Program.


Program Calendar

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.

Location: Auburn Hills University Center, Room 2

Schedule (Specific times and dates may vary slightly)

2015 Cohort Schedule
Month: 2015/2016Course TitleCRNDates (Instructor-Led)Times


Course Begins: October 7

Course Ends: November 21

Estate Planning

PFP 37250 

90002Oct. 7, 14, 21, 28, Nov. 4, 11, 18

Instructor-led Wednesday evenings from 6:00-9:30 pm (24 hours)

Assignments online as scheduled (21 hours)
Total 45 Contact Hours

November   Nov. 19 through 30 Faculty Office Hours or Webinars as scheduled


Course Begins: December 2

Course Ends: January 16

Financial Plan Development Course

PFP 37300 

90003 Dec. 2, 9, 16, Jan.  6, 13, 20, 27 2016 

Instructor-led Wednesday evenings from 6:00-9:30 pm (24 hours)

Assignments online as scheduled (21 hours)
Total 45 Contact Hours


  January 28 through 31Faculty Office Hours or Webinars as scheduled


Exam Review

PFP 10000 

90004February 18 through February 218am - 5pm each day



2016 Cohort Schedule


Course Title


Dates (Instructor-Led)



Course Begins

February 3

Course Ends

March 30

Income Tax

PFP 37150 


February 3, 10, 17, 24, March 2, 9, 16

Instructor-led Wednesday evenings from 6:00-9:30 pm (24 hours).  Assignments online as scheduled (21 hours)
Total 45 Contact Hours





March 21 through 31

Faculty Office Hours or Webinars as scheduled


Course Begins

April 6

Course Ends

May 25

Risk Management

PFP 37050  


April 13, 20, 27, May 6, 13, 25

Instructor-led Wednesday evenings from 6:00-9:30 pm  (24 hours)
Assignments online as scheduled (21 hours)
Total 45 Contact Hours




May 26 through 31

Faculty Office Hours or Webinars as scheduled


Course Begins

June 1

Course Ends

July 27


PFP 37100 


June 1, 8, 15, 22, 29, July 13, 20


Instructor-led Wednesday evenings from 6:00-9:30 pm (24 hours)
Online Assignments as scheduled (21 hours)
Total 45 Contact Hours




July 25 through 31

Faculty Office Hours or Webinars as scheduled


Course Begins

August 3

Course Ends

Sept 28


PFP 37200


Aug. 3, 10, 17, 24, 31 Sept. 7, 14

Instructor-led Wednesday evenings from 6:00-9:30 pm (24 hours)
Online Assignments as scheduled (21 hours)
Total 45 Contact Hours



 Sept. 19 through 30

Faculty Office Hours or Webinars as scheduled


Course Begins

October 5

Course Ends

Nov 30

Estate Planning

PFP 37250  


Oct. 5, 12, 19, 26, Nov. 2, 9, 16


Instructor-led Wednesday evenings from 6:00-9:30 pm (24 hours)
Online Assignments as scheduled (21 hours)
Total 45 Contact Hours




Nov. 21 through 30

Faculty Office Hours or Webinars as scheduled


Course Begins

December 7

Course Ends

January 31, 2016

Financial Plan Development Course

PFP 37300 



Dec. 7, 14,  Jan.  4, 11, 18, 25 2016/2017

Instructor-led Wednesday evenings from 6:00-9:00 pm (24 hours)
Online Assignments as scheduled (21 hours)
Total 45 Contact Hours

 January   January 30 through 31Faculty Office Hours or Webinars as scheduled
FebruaryExam Review90001February 16 through February 19, 20178am - 5pm each day

*Oakland University reserves the right to cancel courses due to low enrollment.  To allow maximum enrollment, you will be notified of course cancellation 24 hours before the course start date via your home Email or phone on record.

Textbook List
PFP 37100 Investments: Investment Planning, Keir Educational Resources, 2015 Edition, ( or call 1-800-795-5347 and ask for Mary Grace.

PFP 37050 Risk Management: Fundamentals of Insurance Planning (5th Edition) Hubner  Sc h ool Series American College  ISBN 9781582931302   CALL 610-526-1350 to Order

PFP 37150 Income Tax: Hoffman, Maloney, Raabe & Young,  Comprehensive Volume by Southwestern Federal Taxation (2014) ISBN 9781285178509.  The publisher also has a web-based version available that you access via a laptop, i-pad, etc. The classroom has wi-fi capabilities and 30% - 40% of past students have opted for the on-line version.  The key factor when buying the book is to get the correct edition (we are using the 2016 edition): South-Western Federal Taxation 2016: Comprehensive, 39th Edition,  ISBN-10: 1-305-39511-5, ISBN-13: 978-1-305-39511-4

PFP 37200 Retirement: Retirement Planning - Keir Educational Resources ( or call 1-800-795-5347 and ask for Mary Grace.

PFP 37250 Estate Planning: Estate Planning -  Keir Educational Resources, 2015 Edition  ( ) or call 1-800-795-5347 and ask for Mary Grace.

PFP 37300 Financial Plan Development Course: Keir Educational Resources ( call 1-800-795-5347 and ask for Mary Grace.

PFP 10000 Exam Review Preparation: The March 2016 CFP® Certification Examination is fast approaching!  The Keir review material will be ready to ship soon.  To view available study material please visit us at .  Oakland University has requested to add a student study binder to your order.  The binder will add $75 to the study package you choose.  To order your material specific to the Oakland University review, please contact Mary Grace Caudill at 800-795-5347 ext 101 or Lisa Pender at ext 107 to order your CFP Review package.  Student study binders are not available online.  Please mention if you are a FPA member for the applicable member discount (membership number must be provided).

Course Description:

Survey of Personal Financial Planning:

This Introductory Course provides an overview of the career-opportunities available to individuals interested in the profession of Personal Financial Planning as well as the principles and analytical techniques used in personal financial planning. Topics to include: Overview of the Financial Planning Process, Regulatory & Ethical Issues, Time Value of Money, Budgeting and Debt Management, College Funding, Risk Management, Economic Overview, Investments, Taxes, Retirement and Estate Planning. The “business” of financial planning will also be discussed, including: Business Structures, Business Models, and Compensation Systems. Preparation for and participation in the co-requisite internship course will be discussed.


The Internship in Personal Financial Planning is a companion to the Survey of Personal Financial Planning Course. The Financial Planning Participants will be placed with appropriately screened businesses to obtain field experience relevant to becoming a Certified Financial Planning Professional and is a minimum of 160 contact hours of experience. Prerequisite: PFP 37000, Survey of Personal Financial Planning. 


Thomas J. Rabaut, CFP®

Tom is a Certified Financial Planner & CEO TFG Advisors - Registered Investment Advisors. He has over thirty-four years’ experience in financial, estate, tax, insurance and investment planning, focusing on comprehensive, fee-based financial planning.

Tom serves as the Liaison Faculty and Advisory Board Team Member for Oakland University’s Personal Financial Planning Program where facilitates and teaches Survey and Internship PFP 37000 – an innovative introductory course to Personal Financial Planning including 160 contact hours in a paid experiential internship in Personal Financial Planning. He has been facilitating community-based educational events throughout SE Michigan for over 30 years. He received his B.S. Degree in Education from the University of Michigan – Ann Arbor in 1972.

Tom is well known both locally and in the financial services industry as a break-out growth leader. He has served as a board member of the Financial Planning Association of Michigan since 2010. He served nationally on the TD Ameritrade NextGen Scholarship & Grant Selection Committee since its inception in 2012.


Course TitleDatesDayTimes
Survey of Personal Financial PlanningApril 26, 2016 - June 21, 2016Tuesday6:00 - 9:00pm

Click here to Register 


FPA Membership required for Internship

Introduction to Financial Planning, 2015 Edition.  Keir Educational Resources, Middletown, OH.   800-795-5347, 

General Principles of Financial Planning, 2013 Edition.  Keir Educational Resources, Middletown, OH.   800-795-5347, 

Order text directly from Keir. or call 1-800-795-5347 and ask for Mary Grace.