Community Education Courses

Enrollment information for CFA's community education courses at Oakland Community College's Orchard Ridge campus in Farmington Hills.

Save money by taking the entire series at a discount, or as 4 individual units.​

livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager young professionals

Financial Fitness Series
    » Financial Checkup
     » Whip Your Investments Into Shape
    » Retirement Planning: Ready, Set, Go!!!
    » Build Your Financial Strength
 

Day and Time: Tuesdays October 1 - December 3, 2013
Time: 6 pm to 8 pm
Location: Orchard Ridge Campus, Building F Room 219
Cost: $207.00
 

Financial Checkup

This six hour course overviews four key measures for checking financial health, creating good credit habits, putting together a personal plan to accumulate savings and pay off debt, analyzing the benefits of home ownership, and avoiding common threats to our financial goals.

Day and Time: Tuesdays October 1, 8, and 15, 2013
Time: 6 pm to 8 pm

Cost: $69.00

Whip Your Investments Into Shape

This six hour course teaches the basics of investing. The types of investing and the types of investments that fit the three goals of investors; creating a tax-efficient investment plan, designing an investment plan based on individual goals and risk tolerance, and implementing an investment plan effectively.  Note: a book fee of $5.00 will be collected on the first night of class payable to the instructor.

Day and Time: T October 22, 29, and November 5, 2013
Time: 6 pm to 8 pm
Cost: $69.00

Retirement Planning: Ready, Set, Go!!!

This six hour course covers key ideas for creating a financially successful retirement plan, analyzing the traditional types of retirement income, strategies for taking Social Security and other retirement income, analyzing retirement income investment approaches and creating a retirement plan to meet your goals.

Day and Time: T November 12, 19, and 26, 2013
Time: 6 pm to 8 pm
Cost: $69.00


Build Your Financial Strength

This two hour class overviews key tools to organize your financial life by establishing an efficient record keeping system, creating personal financial documents to monitor your finances, and using free online tools to simplify the process.

Day and Time: T December 3, 2013
Time: 6 pm to 8 pm
Cost: $23.00

Let's discuss your personal needs...

Schedule a Call or Meeting...

livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager young professionals

Send us a note... 

Success! Message received.