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Kirk S. Okumura

Kirk S. Okumura

MSFS, ChFC®

Faculty Member Kirk Okumura Landscape Photo

Professor of Practice

FSCP® Program Director

O. Alfred Granum Chair in Practice Management

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 is Professor of Practice, FSCP® Program Director, and the O. Alfred Granum Chair in Practice Management at The American College of Financial Services. He is responsible for managing the training and practical academic content, program development, and integration with company training programs for the Financial Services Certified Professional® (FSCP®) designation program and related courses. FSCP® program content helps financial services professionals learn the necessary product knowledge, marketing, and planning skills to market financial products or to penetrate new markets.

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, 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 office manager.

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

HS 311 Fundamentals of Insurance Planning