View Cygnet Institute’s “Personal Financial Wellness Training Catalog”. Our Personal Financial Wellness Training | Retirement & Financial Education Programs are designed to help you achieve your long-term goals. Additionally, these Personal Financial Wellness Training | Retirement & Financial Education Programs reflect our commitment to practical education.
Personal Financial Wellness Training
Develop Your Financial Literacy Skills
Oakland Community College and Cygnet Institute have partnered to offer this comprehensive series of educational courses. Through this partnership, participants learn the fundamentals of the financial planning process while also understanding the role economics plays in sound financial decision-making. At the same time, the courses help participants develop key components of a personal financial plan and define meaningful goals for themselves and their families. As a result, participants gain greater confidence and clarity when making important financial decisions. In summary, Personal Financial Wellness Training | Retirement & Financial Education Programs support lasting skills for all lifelong learners.
Classes take place at Oakland Community College’s Auburn Hills Campus, M-TEC Building, Room 242.
Importantly, this is not a typical sales seminar. Instead, instructors focus solely on education and are prohibited from accepting participants as clients.
Financial Plan Check Up
“Are You Financially on Track?”
Registration Code: BUSN-1879-T0504 — Saturday, 1/20–1/27/18, 8:30am–11:00am — $395
Registration Code: BUSN-1879-T0505 — Tuesday, 3/6–3/13/18, 6:00pm–8:30pm — $395
Registration Code: BUSN-1879-T0506 — Saturday, 4/7–4/14/18, 8:30am–11:00am — $395
In this Personal Financial Management training course, participants actively use in-class data entry and computation to evaluate their financial situation. First, they develop a “pro forma” of future finances. Next, they assess whether current decisions are likely to produce acceptable long-term outcomes. Finally, participants learn how to create their own structured processes for making financial decisions and funding future goals, while intentionally avoiding misleading media hype. Notably, Personal Financial Wellness Training and Retirement & Financial Education Programs are ideal for those looking for comprehensive learning opportunities.
Family Estate Planning
“Experience Peace of Mind by Reducing Conflicts and Costs”
Registration Code: BUSN-1880-T1003 — Saturday, 3/10–3/24/18, 8:30am–12:00pm — $378
Registration Code: BUSN-1880-T1004 — Thursday, 4/5–4/19/18, 6:00pm–9:30pm — $378
This Personal Financial Management training course helps participants objectively identify estate-planning issues that may arise in the event of premature death or disability. In addition, the workshop explains the role insurance plays and demonstrates how to use available workplace benefits effectively. Moreover, the course covers essential legal instruments, including wills and living trusts. At the conclusion, participants receive a printed copy of their estate plan, which they can take to a qualified attorney for drafting and execution.
Successful Portfolio Management
“An Institutional Approach to Investment Decisions”
Registration Code: BUSN-1881-T1003 — Thursday, 8/3–8/22/18, 6:00pm–9:30pm — $660
In this Personal Financial Management training course, participants learn and apply principles for maintaining a long-term, goal-oriented investment plan. Specifically, they design a generic portfolio strategy that balances growth and cash flow. As a result, participants receive a printed Asset Allocation Strategy that supports the development of a clear and effective Investment Policy Statement. For those seeking relevant and up-to-date information, Personal Financial Wellness Training | Retirement & Financial Education Programs provide excellent resources.
Pre-Retirement Cash Flow Planning
“Financial Planning: The First 30 Years”
Registration Code: BUSN-1882-T1002 — Tuesday, 4/3–4/17/18, 6:00pm–9:30pm — $619
This Personal Financial Management training course guides participants in gaining a clear and accurate picture of their current financial situation. From there, the course helps them develop a practical course of action that balances quality of life with career and job-related goals. Ultimately, participants leave with a stronger framework for managing financial priorities during their working years.
Post-Retirement Cash Flow Planning
“Dealing with Benefit Changes While on Fixed Income”
Registration Code: BUSN-1883-T0702 — Thursday, 1/11–1/18/18, 6:00pm–8:30pm — $425
In this Personal Financial Management training course, participants first examine assumptions about retirement lifestyle choices and income needs. Next, the course helps them evaluate whether their retirement plan remains on track over time. In particular, the course addresses how reductions in benefits can affect long-term financial stability. Consequently, participants gain the tools needed to adjust plans confidently and maintain financial balance while living on a fixed income.
Retirement Decision Process
“Should You Go Now or Wait?”
Registration Code: BUSN-1884-T1202 — Monday, 3/12–4/2/18, 6:00pm–9:00pm — $785
This Personal Financial Management training course helps participants actively evaluate whether retiring in the near future makes sense for their situation. To begin, participants analyze benefits and income sources. Then, they assess the financial impact of different retirement timelines. Finally, the course explores the psychological and lifestyle considerations of retirement, enabling participants to make a well-informed and balanced decision about when to retire.
Register online: www.oaklandcc.edu/ce
Or call: (248) 232-4167
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Last Updated: February 10, 2026 by Ted Lakkides
Personal Financial Wellness Training – Oakland Community College
View Cygnet Institute’s “Personal Financial Wellness Training Catalog”. Our Personal Financial Wellness Training | Retirement & Financial Education Programs are designed to help you achieve your long-term goals. Additionally, these Personal Financial Wellness Training | Retirement & Financial Education Programs reflect our commitment to practical education.
Personal Financial Wellness Training
Develop Your Financial Literacy Skills
Oakland Community College and Cygnet Institute have partnered to offer this comprehensive series of educational courses. Through this partnership, participants learn the fundamentals of the financial planning process while also understanding the role economics plays in sound financial decision-making. At the same time, the courses help participants develop key components of a personal financial plan and define meaningful goals for themselves and their families. As a result, participants gain greater confidence and clarity when making important financial decisions. In summary, Personal Financial Wellness Training | Retirement & Financial Education Programs support lasting skills for all lifelong learners.
Classes take place at Oakland Community College’s Auburn Hills Campus, M-TEC Building, Room 242.
Importantly, this is not a typical sales seminar. Instead, instructors focus solely on education and are prohibited from accepting participants as clients.
Financial Plan Check Up
“Are You Financially on Track?”
Registration Code: BUSN-1879-T0504 — Saturday, 1/20–1/27/18, 8:30am–11:00am — $395
Registration Code: BUSN-1879-T0505 — Tuesday, 3/6–3/13/18, 6:00pm–8:30pm — $395
Registration Code: BUSN-1879-T0506 — Saturday, 4/7–4/14/18, 8:30am–11:00am — $395
In this Personal Financial Management training course, participants actively use in-class data entry and computation to evaluate their financial situation. First, they develop a “pro forma” of future finances. Next, they assess whether current decisions are likely to produce acceptable long-term outcomes. Finally, participants learn how to create their own structured processes for making financial decisions and funding future goals, while intentionally avoiding misleading media hype. Notably, Personal Financial Wellness Training and Retirement & Financial Education Programs are ideal for those looking for comprehensive learning opportunities.
Family Estate Planning
“Experience Peace of Mind by Reducing Conflicts and Costs”
Registration Code: BUSN-1880-T1003 — Saturday, 3/10–3/24/18, 8:30am–12:00pm — $378
Registration Code: BUSN-1880-T1004 — Thursday, 4/5–4/19/18, 6:00pm–9:30pm — $378
This Personal Financial Management training course helps participants objectively identify estate-planning issues that may arise in the event of premature death or disability. In addition, the workshop explains the role insurance plays and demonstrates how to use available workplace benefits effectively. Moreover, the course covers essential legal instruments, including wills and living trusts. At the conclusion, participants receive a printed copy of their estate plan, which they can take to a qualified attorney for drafting and execution.
Successful Portfolio Management
“An Institutional Approach to Investment Decisions”
Registration Code: BUSN-1881-T1003 — Thursday, 8/3–8/22/18, 6:00pm–9:30pm — $660
In this Personal Financial Management training course, participants learn and apply principles for maintaining a long-term, goal-oriented investment plan. Specifically, they design a generic portfolio strategy that balances growth and cash flow. As a result, participants receive a printed Asset Allocation Strategy that supports the development of a clear and effective Investment Policy Statement. For those seeking relevant and up-to-date information, Personal Financial Wellness Training | Retirement & Financial Education Programs provide excellent resources.
Pre-Retirement Cash Flow Planning
“Financial Planning: The First 30 Years”
Registration Code: BUSN-1882-T1002 — Tuesday, 4/3–4/17/18, 6:00pm–9:30pm — $619
This Personal Financial Management training course guides participants in gaining a clear and accurate picture of their current financial situation. From there, the course helps them develop a practical course of action that balances quality of life with career and job-related goals. Ultimately, participants leave with a stronger framework for managing financial priorities during their working years.
Post-Retirement Cash Flow Planning
“Dealing with Benefit Changes While on Fixed Income”
Registration Code: BUSN-1883-T0702 — Thursday, 1/11–1/18/18, 6:00pm–8:30pm — $425
In this Personal Financial Management training course, participants first examine assumptions about retirement lifestyle choices and income needs. Next, the course helps them evaluate whether their retirement plan remains on track over time. In particular, the course addresses how reductions in benefits can affect long-term financial stability. Consequently, participants gain the tools needed to adjust plans confidently and maintain financial balance while living on a fixed income.
Retirement Decision Process
“Should You Go Now or Wait?”
Registration Code: BUSN-1884-T1202 — Monday, 3/12–4/2/18, 6:00pm–9:00pm — $785
This Personal Financial Management training course helps participants actively evaluate whether retiring in the near future makes sense for their situation. To begin, participants analyze benefits and income sources. Then, they assess the financial impact of different retirement timelines. Finally, the course explores the psychological and lifestyle considerations of retirement, enabling participants to make a well-informed and balanced decision about when to retire.
Register online: www.oaklandcc.edu/ce
Or call: (248) 232-4167
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