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ONU now offers CFP Board-registered program in financial planning

This article was originally posted on Mar 07, 2012, re-posted on Jun 19, 2012

Olivet seal
 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 mdwyer@olivet.edu. 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 estate planning.

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
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U.S. States represented among Olivet's student body, plus several world areas