*To register add the Executive CFP Certificate Program bundle to cart. For step by step instructions click here.
Proud to Partner with Advanced Planning Educational Group (APEG) a Learning & Development Company that provides tools, resources, and training to Financial Professionals who offer - or aspire to offer - Comprehensive Financial Planning services to their clients. For those who currently offer Financial Planning services, we help them stay up to date on key knowledge and best practices in this ever-changing world. For those who aspire to learn the Art and Science of Financial Planning as a service, (either because they are new to the Financial Industry or because they would like to expand their practice), we provide core education in the key segments of financial planning, and teach a consistent, repeatable process to engage clients in a collaborative planning relationship.
APEG believes strongly that obtaining the CFP® designation is a key ingredient for anyone who wishes to offer comprehensive planning services, thus, we partner with Oakland University to provide instructors for the program as well as supplemental content to enhance the textbook learning experience. In addition, individuals and firms who are associated with APEG receive special pricing when they join the APEG CFP® cohort.
2023 Program Schedule
All courses other than Financial Plan Development will take place on Wednesdays from 6-9:30pm. Financial Plan Development will take place on Mondays from 6-8pm.
Income Tax: April 12 - May 31, 2023
Retirement and Employee Benefit: June 14 - August 02, 2023
Estate Plan and Advanced Case Study: September 13 - October 25, 2023
Income Tax: November 1 - December 20, 2023
Investments Financial Plan and Financial Calculator: January 17, 2024 - March 6, 2024
Financial Plan Development April 5 - December 18, 2023
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
Investments Financial Plan & Financial Calculator
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. This course is a prerequisite to all the other courses in the program. An HP10BII calculator is required for the program.
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 advantage 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 & Employee Benefit
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 Plan & Advanced Case Study
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
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.