Certificate in Financial Planning (CFP)
CFP Board Registered Program
About the Program
Oakland University's Certificate Program in Personal Financial Planning is registered with CFP Board in Washington, D.C., and meets the standards set by CFP Board. In fact, the SBA's Financial Planning Program was one of the first in the country to be registered by CFP Board of Standards. Students who complete the OU Financial Planning Program are eligible to sit for the CFP Certification Examination.
Increasingly 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.
Course of Study
The program requires the completion of six, 15-week courses, all of which are required to sit for the CFP Examination. To be the most successful, it is recommended that the students use the following program sequence: Risk Management, Investments, Income Tax, Retirement, Estate Planning, and Financial Plan Development Course.
Blended instructor-led and online. Each class meets once a week for three hours (from 6:30-9:30 PM). Some instructors teach all 15 classes in a regular classroom setting. Others utilize regular class settings for 11 weeks and use the remaining 4 week for instruction through alternative delivery methods (online and guided self-study).
Each academic year, instructor-led courses are offered in three 15-week terms beginning in September, January and May. As mentioned in the preceding paragraph, in addition to the instructor-led coursework, participants may be required to complete an online and/or guided self-study component. Full-time students can complete the program in less than two years. Part-time students may take up to six years or more to complete the program.
A bachelor's degree is recommended but not required to enter this program. However, CFP Board requires students to obtain a bachelor's degree to achieve the CFP credential.
Exam Review (
Course: PFP 10000)
The Personal and Financial Planning Program partners with Keir Educational Resources to offer a 4-day instructor-led exam review. All individuals who meet the initial educational requirements of the CFP® Board
and are ready to prepare for the certification examination can register for this comprehensive exam review.
The CFP® Board has discovered that students who take a review course have the highest potential for exam success. When scheduling your review class, allow sufficient time between finishing your last class and taking the exam review. This will allow for enough time to study at home before taking the CFP® exam.
Keir Educational Resources recommends studying the required course materials for 120 hours prior to the start of the review course, and a total of 200 hours before taking the exam. The Certification Basic package is required and should be ordered directly from Keir 3 months before the review.
Contact Keir by calling 1-800-795-5347 Ext.101. Additional study materials packages are listed at their website: www.keirsuccess.com
. Please check back in August for Fall 2013 schedule. 2012-13 CFP Board Exam Schedule
Program Director, Financial Planning
Professor and Chair, Economics
School of Business Administration
Phone: (248) 370-3537
Project Management Principles and Best Practices
About the Program
is designed for experienced professionals as well
as those preparing for the working world. It provides broad coverage of project management principles and
best practices to help participants become leading edge project
managers. The Project Management Principles and Best Practices Certificate Program is a registered education provider with the Project Management Institute.
The course has one broad objective: to advance participant’s knowledge of Project Management principles and best practices. Course content will focus on:
Course of Study
- 8 of PMI’s 9 Knowledge Management areas (Project Integration,
Scope, Human Resource, Time, Cost, Quality, Risk, and Communications
- PMI’s 5 Process Groups (Initiating, Planning, Executing, Monitoring and Control, and Closing),
- The establishment of a comprehensive baseline project plan,
- Use of best practices (practical and theoretical),
- An examination and use of a wide variety of specific project tools.
The course consists of 35 contact hours
In-person, instructor-led classes in Elliot Hall on the Oakland University campus in Rochester, Michigan. An example course calendar is below. Lunches will not be provided; a one-hour break will be given on days longer than 4 hours to allow students to obtain their own meals.
Example Program Calendar
| Week 1
| Week 2
| Week 3
There are no prerequisites for the course. Who should attend?
- Anyone responsible for completing projects/assignments on time, under budget while meeting customer requirements.
- Those interested in learning the core knowledge tested on the Project Management Institute's certification exams (PMP® and CAPM®).
- People interested in advancing their knowledge of Project Management.
Note: This course provides a foundation in the core knowledge tested on the PMP® and CAPM®
certification exams, but those exams are not part of this course. Specific educational and experience requirements must be met before one is eligible for certification through the Project Management Institute; see their website for more details.
Gene Fliedner, CFPIM
Quantitative Methods Workshop
About the Program
The Quantitative Methods Workshop is a non-credit course intended to
provide the graduate student with a review and/or introduction to many
of the mathematical techniques and applications likely to be encountered
in the working world, and is useful to professionals who need to brush up on these skills. Successful completion of this workshop satisfies
the MBA quantitative methods prerequisite. Classroom attendance is
essential. The textbook will be provided, but must be returned at the
completion of the workshop.
Course of Study
Overview of algebraic topics including exponents, solving equations,
functions, graphics of linear and quadratic equations, solving systems
of equations, logarithms, and other topics as they may arise:
• decision making
• financial mathematics, including present and future value
• annuities with applications
• basics of linear programming, including graphical approach and the Simplex method
• emphasis on business applications
• derivatives and applications of the derivative, including optimization, curve sketching and business examples
• the integral and application of the integral
• multivariable calculus, including optimization, with applications
• brief overview of selected topics in statistics
The course is presented in-person, on-campus from 6:00pm-9:00pm Monday evenings from September 10-October 22.
It is expected that attendees have graduate level mathematical ability.
Office of Graduate Business Programs