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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. 

September 2024 Program Schedule

Wednesdays from 6-9:30pm

Estate Plan and Advanced Case Study: September 4 - October 30, 2024

Risk Management: November 6,2024 - January 8, 2025

Investments Financial Plan and Financial Calculator: January 15 - March 5, 2025

Income Tax: March 12 - April 30, 2025

Retirement and Employee Benefits: May 7 - June 25, 2025

Financial Plan Development: July 9 - August 6, 2025

Financial Plan Capstone: As needed August - September, 2025

Course Descriptions

Risk Management:

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.

Income Tax

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.

Additional Details

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Personal Financial Planning Program Bundle
Certificate Price
Tuition : $5,100.00
Potential Discount(s)
Deadline to Start Last Course
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