This article was originally posted on
Mar 07, 2012,
Jun 19, 2012
Olivet has registered with Certified Financial Planner Board of Standards Inc.
(CFP Board) to provide a new financial planning undergraduate degree program.
An independent certifying organization, CFP Board owns the CFP® and
CERTIFIED FINANCIAL PLANNERTM certification marks, which it awards to
individuals who meet its education, examination, experience, ethics and other
requirements. Students completing the financial planning program at Olivet will
be eligible to sit for the national CFP® Certification Examination administered
by CFP Board.
“CFP Board is pleased to have an educational institution
of the caliber of Olivet Nazarene University now offering its approved financial
planning curriculum,” said Alan Goldfarb, CFP®, chair of CFP Board’s board of
directors. “As student interest in financial planning as a career continues to
grow, we anticipate that ONU’s program will contribute significantly to the
number of qualified candidates seeking to attain the CFP® certification, the
standard of excellence for competent and ethical financial planning.”
“Adding this degree program is beneficial to the University and our
students,” said Dr. Glen Rewerts, professor and chair of Olivet’s Department of
Business. “We are preparing our graduates to compete successfully in the
evolving business world. They will have more opportunities to use their skills
and talents to influence that world for Christ.”
Persons interested in
the program should send inquires to Matthew Dwyer, CFP®, professor and director
of business programs for Olivet’s School of Graduate and Continuing Studies at
815-928-5452 or firstname.lastname@example.org. Prof. Dwyer led the efforts for Olivet to
qualify for this certification. He is also teaching the Certified Financial
Planning® capstone course for the University.
In considering a school’s
application to register a program, CFP Board compares the program with the
financial planning content areas identified in extensive, periodic job-task
analysis studies. The job-task analyses survey financial planning professionals
to determine areas students should master in order to provide competent, ethical
financial planning services.
The topics to be mastered can be
categorized into the following broad subject areas: general principles of
financial planning, insurance planning and risk management, employee benefits
planning, investment planning, income tax planning, retirement planning and
The mission of CFP Board is to benefit the public by
granting the CFP® certification and upholding it as the recognized standard of
excellence for personal financial planning. CFP Board owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP®
(with flame design) in the U.S., which it awards to individuals who successfully
complete initial and ongoing certification requirements. CFP Board currently
authorizes more than 64,000 individuals to use these marks in the United States.
For more about CFP Board, visit www.CFP.net
. CFP®0 - The Recognized Standard of
Excellence in Personal Financial Planning