Oakland University's Certificate Program in Personal Financial Planning is registered with CFP Board in Washington, DC, 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 certified by the CFP Board of Standards.  Students who successfully complete the OU Financial Planning Program are eligible to sit for the CFP® Certification Examination.

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.

• Courses in the Financial Planning Program follow the course content guidelines established by CFP Board.

• Texts are selected from the bibliography provided by CFP Board

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.