Kirk S. Okumura

Kirk S. Okumura

MSFS, ChFC®

Faculty Member Kirk Okumura Landscape Photo

Academic Director, Financial Services Certified Professional® (FSCP®) Program

Areas of Expertise:

Annuities, Disability Insurance, Financial Planning, Life Insurance, Long-Term Care Insurance and Planning, Training and Development

BS, Penn State University
MSFS, The American College of Financial Services

About

Kirk S. Okumura, MSFS, ChFC®, is Academic Director of the Financial Services Certified Professional® (FSCP®) Program. As Academic Director, he is responsible for managing the training and practical academic content, program development, and integration with company training programs for the FSCP® designation program and related courses. The FSCP® program content helps financial services professionals learn the necessary product knowledge, and marketing and planning skills to market financial products or to penetrate new markets.  In addition, he teaches courses from the FSCP® Program along with HS 300 Financial Planning: Process and Environment. 

Mr. Okumura previously taught in the LUTC Program at The College and wrote study material for LUTC courses, including textbooks and moderator classroom guides. As an author-editor, he rewrote Essentials of Multiline Products, and worked on chapters of both Essentials of Long-Term Care Insurance and Techniques for Prospecting: Prospect or Perish. He also was responsible for course revisions to Exploring Personal Markets, Employee Benefits, and Foundations of Retirement Planning.

Outside of academia, Mr. Okumura worked for State Farm Insurance as a supervisor in the Pennsylvania regional office’s life/health and agency training areas. Most recently, he was an investment advisor representative with Hoey Investments, where he served as a financial planner and the office manager.

Mr. Okumura earned a Bachelor of Science degree in secondary education, specializing in mathematics, at Penn State University.  He holds a Master of Science in Financial Services (MSFS) from The American College of Financial Services, where he also earned a Chartered Financial Consultant® (ChFC®) designation.

Courses