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. 

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September 2024 APEG Cohort

Don't miss out on this opportunity, register now!
 

Schedule: *In date order

Estate Planning (8 Sessions)

Wednesdays, 6:00 - 9:30pm EST

September 4, 11, 18, 25

October 2, 9, 16, 23

Risk Management: Insurance Planning (8 Sessions)

Wednesdays, 6:00 - 9:30pm EST

November 6, 13, 20, 27

December 4, 11, 18

January 8

Holiday Recess December 25 - January 1

Investment Planning (9 Sessions)

Wednesdays, 6:00 - 9:30pm EST

January 15, 22, 29

February 5, 12, 18, 26

March 5

Income Tax Planning (8 Sessions)

Wednesdays, 6:00 - 9:30pm EST

March 12, 19, 26

April 2, 9, 16, 23, 30 

Retirement Planning (8 Sessions)

Wednesdays, 6:00 - 9:30pm EST

May 7, 14, 21, 28

June 4, 11, 18, 25

Financial Plan Development (5 Sessions)

Wednesdays, 6:00 - 9:30pm EST

July 9, 16, 23, 30

August 6

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

Sharqueece Banks

sbanks@oakland.edu

248-370-2985

 

To view the certificate requirements and details, click the certificate name below.

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