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Oakland University - Foundations of Financial Planning 2020-2021
Course Introduction
Terms and Conditions
Initial Knowledge Check
APEG Foundations | An Overview of Financial Planning- Jeffrey Hoenle CFP®, CRPC®, AEP®
Your Instructor's Biography
PDF of Slides with Notes
Overview: Module 1 (80:05)
Overview: Module 2 (57:52)
Overview: Module 3 (41:06)
Overview Knowledge Quiz
APEG Foundations | Estate Planning - Tricia L. Lincoln, Esq.
Your Instructor's Biography
PDF of Slides with Notes
Estate Planning: Module 1 (45:10)
Estate Planning: Module 2 (42:32)
Estate Planning: Module 3 (39:48)
Estate Planning: Module 4 (30:17)
Estate Planning Knowledge Quiz
APEG Foundations | Income Tax - Ruth Raftery, JD, CPA, AEP®
Your Instructor's Biography
PDF of Slides with Notes
Income Tax: Module 1 (42:53)
Income Tax: Module 2 (53:36)
Income Tax: Module 3 (56:12)
Income Tax Knowledge Quiz
APEG Foundations | Risk Management - Terry Altman, CFP®, ChFC®, CLU®
Your Instructor's Biography
PDF of Slides with Notes
Risk Management: Module 1 (54:51)
Risk Management: Module 2 (53:32)
Risk Management: Module 3 (61:26)
Risk Management: Module 4 (30:10)
Risk Management: Module 5 (37:40)
Risk Management Knowledge Quiz
APEG Foundations | Retirement Planning - James Knaus, CFP®
Your Instructor's Biography
PDF of Slides with Notes
Retirement Planning: Module 1 (32:09)
Retirement Planning: Module 2 (51:51)
Retirement Planning: Module 3 (31:37)
Retirement Planning Knowledge Quiz
APEG Foundations | Employee Benefits, Social Security, & Medicare - Mark T. Wise, CFP®, CRPC®
Your Instructor's Biography
PDF of Slides with Notes
Module 1 - Employee Benefits (55:26)
Module 2 - Social Security (35:11)
Module 3 - Medicare (30:58)
Module 4 - Social Security & Pension Maximization (43:26)
Knowledge Quiz
APEG Foundations | Investments - Donald M. Denstaedt, CFP®, CFS®
Your Instructor's Biography
PDF of Slides with Notes
Investment Planning: Module 1 (52:29)
Investment Planning: Module 2 (28:03)
Investment Planning: Module 3 (36:23)
Investment Planning: Module 4 (23:55)
Investment Planning Knowledge Quiz
APEG Foundations | College Planning - Andy Hickman
Your Instructor's Biography
PDF of Slides with Notes
College Planning: Module 1 (24:48)
College Planning: Module 2 (91:35)
College Planning: Module 3 (46:48)
College Planning Knowledge Quiz
Exam
Comprehensive Final Examination
Request Your Certificate of Completion
Course Evaluation
PDF of Slides with Notes
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