Professional and Continuing Education

Pawley Hall, Room 440G
456 Pioneer Drive
Rochester, MI 48309-4482
(location map)
(248) 370-3177
oupace@oakland.edu


Register Now
 
*For registration assistance, please contact the Professional and Continuing Registration Office at oupace@oakland.edu or (248) 370-3177.

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

Course Content Questions:
Lori Oancea
Program Director
(248) 535-1388 

Registration Questions:
Professional and Continuing Education (PACE)
(248) 370-3177

Certified Financial Planner

Please click here if you would like to sign-up to receive e-mail updates about this program, including information about schedules and registration.  


RESEARCH SHOWS BENEFITS OF CFP® CERTIFICATION

At a time when many Americans are reaching retirement age, the need for personal financial planning expertise is greater than ever. Recruiters and prospective employers recognize CFP® certification as the most desired designation in this growing field.

Click the link below to read an article posted by the CFP Board describing the benefits of obtaining this certification.

Article: Research Shows Benefits of CFP Certification

Executive Prog
Overview

The twelve-month Executive Program is designed for professionals who have at least 2 - 3 years of financial planning experience in the financial services industryAny exceptions to the experience requirement requires approval by the Advisory Board and/or Program Director.

The streamlined, cohort-based, one-year program requires the completion of 6, 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 an additional 2 weeks used for webinar presentations and personalized review as needed.

Additionally, we offer a 40 hour exam review strategically held just before the CFP Exam in March.

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.

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.

Click here to view OU's March 2017 CFP Certification Examination Results.

Course
Descriptions

We recommend that the courses be taken in the following sequence:

1) Investments, Survey, and Financial Calculator, 2) Income Tax Planning, 3) Risk Management, 4) Retirement Planning, 5) Estate Planning, 6) Financial Plan Development. An optional but highly recommend CFP Exam Review course is also available.

All course instructors utilize content and textbooks from American College or Money-Education.

Investments, Survey, and Financial Calculator PFP37100

A newly re-designed introduction to the Principles of Personal Financial Planning/Investments PLUS Financial Calculator instruction. 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. A CFP Board approved financial calculator is required for the program. The HP 10BII is preferred by most instructors.


Risk Management 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 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 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 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 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.


CFP 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.

Progr Sched
&
Pricing

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.

Program Pricing


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 Registration Page search bar to add all 6 courses.

2020 PRICING *Does not include textbooks, which average between $125-$150. 

INVESTMENTS, SURVEY, & FINANCIAL CALCULATOR INSTRUCTION (PFP37100)$850
RISK MANAGEMENT (PFP37050)$775
INCOME TAX (PFP37150)$775
RETIREMENT (PFP37200)$775
ESTATE PLANNING (PFP37250)$775
FINANCIAL PLAN DEVELOPMENT (PFP37300) $775
CFP Exam Review Course$875



2020 Cohort Schedule

Course Name

Course #

Textbook (American College*)

Dates

 

Times

INVESTMENTS, SURVEY AND FINANCIAL CALCULATOR

PFP 37100

HS328

Feb. 5- March 25

6-9:30pm

TAXATION PLANNING

PFP 37150

HS321

April 1- May 20

6-9:30pm

RISK MANAGEMENT/
INSURANCE PLANNING

PFP 37050

HS311

May 27-July 15

6-9:30pm

RETIREMENT PLANNING

PFP 37200

HS326

July 22-Sept 9

6-9:30pm

ESTATE PLANNING

PFP 37250

HS330

Sept 16-Nov 4

6-9:30pm

FINANCIAL PLAN DEVELOPMENT (CAPSTONE)

PFP 37300

HS300 + HS333

Nov 11 – Jan 20, 2021

No class 11/25 & 12/30

6-9:30pm


*All courses will use the most recent edition of textbooks available through the American College.  They can be purchased directly by calling: 

Kimberly Thomas, MSM, CLF®
Operations Manager
 | Business Development
The American College of Financial Services
630 Allendale Road, Suite 400 | King of Prussia, PA 19406
o: 610-526-1076 | f: 610-526-1545
Kimberly.Thomas@theamericancollege.edu
theamericancollege.edu

*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.

March 2020
Exam Review

New Enhanced Program - 40 hours of content review

  • Program designed to provide comprehensive review of all content including case scenarios
  • Course designed to accommodate candidates challenging educational course content such as CPA's, JD's, etc. 
  • Cost: $875 course only (Textbooks - purchase separately)
  • Location: The University Center, Auburn Hills
  • Meeting Times and Dates:
    1. Part I: February 13, 14, 15, 2020
    2. Part II: February 27, 28, 29, 2020
    3. Thursdays: 5:00 pm - 9:00 pm, Fridays: 8:00 am - 5:00 pm, Saturdays: 8:00 am - 5:00 pm.
The Personal and Financial Planning Program partners with Money-Education 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 Money-Education can observe an increase of 15-20 points above the national pass rate.

Money-Education 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 Money-Education 3 months before the review.