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Oakland University's Certificate Program in Financial
Planning
CFP Board Registered Program
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Post Education Resources
Positions Available:
New Listings!
Internships Available:
Professional Organizations:
Michigan Insurance Continuing education credit Submission Policy 01/07
We are implementing a new policy for submitting
Michigan Insurance Continuing Education Credits (CE credits) as follows: Financial Planning Students that
need to submit Insurance Continuing Education Credits (CE
Credits) through the State of Michigan Office of Financial and Insurance
Services are
required to indicate their CE Credit request when registering for a CE approved
Financial Planning Course by completing and faxing the Michigan Insurance
Bureau Continuing Education Request Form (linked above) including payment
information to the Center for Executive and Continuing Education before the
beginning of the first class. Students may fax the form to
248-370-4963.
The
application for CE credits will be submitted to the State of Michigan
Office of Financial and Insurance Services (OFIS) immediately upon completion of the
course. Students submitting CE credits must pay
$1.00 per continuing education credit plus a $5.00 administration fee to
process the credits through the OFIS.
We reserve the right to deny CE
credit submission for those students failing to notify us of their CE credit
needs using the Michigan Insurance Bureau Continuing Education Request Form
before the beginning of the course.
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Why Enroll in Oakland University's Program?
Increasing public sensitivity to changes in the economic
climate, concern about preparing for retirement, confusion about the type of
financial products and services now available indicate that Americans, now more
than ever, are aware of the necessity of professional financial guidance.
This environment has created new opportunities for financial
service professionals who can render an integrated analysis of their clients'
needs and compile a comprehensive personal financial plan. The depth and breadth
of knowledge and expertise required to deliver full-service financial guidance
is provided by OU's Certificate Program in Personal Financial Planning. This
quality program, offered through the School of Business Administration, presents
the techniques and knowledge necessary to formulate and execute comprehensive
financial plans that will assist clients in accumulating, conserving, and
transferring personal wealth.
Bridge the Gap between Theory and Real World Practice
Oakland University's Personal Financial Planning Program
offers regular opportunities for exchanges of information with colleagues from a
wide range of professions and businesses and with instructors who represent the
full spectrum of the financial services industry. Our experienced faculty
bridges the gap between the theory and real world practice through lectures,
discussions, and case studies and by providing guest experts. Classroom
instruction facilitates a routine of study, offers feedback on progress, and
provides opportunities to have those inevitable questions or concerns addressed.
Fulfill the Education Requirement for the CFP® Certification
Those completing the OU Financial Planning Program will earn
a Certificate in Personal Financial Planning. Qualified program graduates are
also eligible to sit for the CFP® Certification Examination.
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Courses in the Financial Planning Program follow the course
content guidelines established by CFP Board.
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Texts are selected from the bibliography provided by CFP
Board
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Course packs from Keir Educational Resources supplement
instruction and give students ongoing, practice with the multiple choice format
of the CFP® Certification Examination.
* Certified Financial Planner Board of Standards Inc. owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™ and  ,
which it awards to individuals who successfully complete initial and ongoing
certification requirements.
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