Oakland University is proud to partner with Advanced Planning Educational Group (APEG), a Learning & Development Company that provides tools, resources, and training to Financial Professionals to help them better serve their clients. APEG believes strongly that obtaining the CFP® designation is a key ingredient for anyone who wishes to offer comprehensive planning services, thus, the APEG / OU program was designed to combine Academic knowledge with practical content that can be used immediately to enhance your practice. Individuals and firms who are associated with APEG receive special pricing when they join the APEG CFP® cohort.
Oakland University's Certificate Program in Personal Financial Planning is registered with the CFP® Board of Standards in Washington, D.C. OU's program was one of the first in the country to be registered by the CFP® Board, and the program abides by all Board standards.
To receive email updates or ask a question about the program, please click here.
January 2025 APEG Cohort
Don't miss out on this opportunity, register now!
Schedule: *In date order
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Investment Planning (9 Sessions) Wednesdays, 6:00 - 9:30pm EST January 15, 22, 29 February 5, 12, 18, 26 March 5 |
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Income Tax Planning (8 Sessions) Wednesdays, 6:00 - 9:30pm EST March 12, 19, 26 April 2, 9, 16, 23, 30 |
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Retirement Planning (8 Sessions) Wednesdays, 6:00 - 9:30pm EST May 7, 14, 21, 28 June 4, 11, 18, 25 |
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Financial Plan Development (5 Sessions) Wednesdays, 6:00 - 9:30pm EST July 9, 16, 23, 30 August 6 |
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Estate Planning (8 Sessions) Wednesdays, 6:00 - 9:30pm EST September 10, 17, 24 October 1, 8, 15, 22, 29 |
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Retirement Planning (8 Sessions) Wednesdays, 6:00 - 9:30pm EST November 5, 12, 19 (Thanksgiving Holiday November 26) December 3, 10, 16 (Holiday Recess December 24, 31) January 7, 14 |
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Financial Plan Development Capstone (As needed) |
Refund Policy:
To be eligible for a 100% refund for the APEG Financial Planning Program that meets either in person, online or distance learning students may self-drop online as follows:
- Any time before the program start date
- Up to 7 days after the first program course start date
- No refunds for tuition, books, or materials will occur after that time
Note:
Information about the following will be provided by course instructors:
- Required Course textbook and materials (purchased separately)
Contact Info:
For registration assistance
Professional and Continuing Education
OUPACE@oakland.edu
248-370-3177
For program questions
oupace@oakland.edu
248-370-4699
Certificates
To view the certificate requirements and details, click the certificate name below.
Certificates |
Status |
|---|---|
| Executive CFP Certificate Program | Enroll Now |