CERTIFIED FINANCIAL PLANNER

Consumers want to know they can rely on you to manage their finances. Give them instant confidence in your skills by becoming a CERTIFIED FINANCIAL PLANNER. Only CFP® professionals have completed extensive training and are held to the highest ethical standards.

With a growing demand for qualified personal financial planners, now is the time to become a CERTIFIED FINANCIAL PLANNER. Earn your CFP® designation in just 12 months.

*https://www.cfp.net/for-employers-of-cfp-professionals/benefits-of-cfp-certification

Financial Planners with a CFP® earn 26% more than other financial advisors*

CERTIFIED FINANCIAL PLANNER

Financial Planners with a CFP®  earn 26% more than other financial advisors*

Consumers want to know they can rely on you to manage their finances. Give them instant confidence in your skills by becoming a CERTIFIED FINANCIAL PLANNER. Only CFP® professionals have completed extensive training and are held to the highest ethical standards.

With a growing demand for qualified personal financial planners, now is the time to become a CERTIFIED FINANCIAL PLANNER. Earn your CFP® designation in just 12 months. 

*https://www.cfp.net/for-employers-of-cfp-professionals/benefits-of-cfp-certification

CERTIFIED FINANCIAL PLANNER™ Course Format:

CERTIFIED FINANCIAL PLANNER™ Course Format:

Course Descriptions

Fundamentals of Financial Planning and Insurance - Learn the financial planning process and guidance for managing a client's risks while achieving goals through savings and investments.

Investment Planning - Determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Incoming Tax Planning - Cultivate planning techniques for taxation avoidance and minimization strategies.

Retirement and Employee Benefits
- Analyze a client's financial health and develop the most advantageous retirement and employee benefit options.

Estate Planning - Evaluate a client's financial status and goals in order to develop, communicate, and implement the most advantageous estate and gift tax plan.

Capstone - Integrate your knowledge of the financial planning subject areas via a casework course that will mirror the cases you may encounter.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.



Fundamentals of Financial Planning and Insurance - Learn the financial planning process and guidance for managing a client's risks while achieving goals through savings and investments.

Investment Planning - Determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Incoming Tax Planning - Cultivate planning techniques for taxation avoidance and minimization strategies.

Retirement and Employee Benefits
- Analyze a client's financial health and develop the most advantageous retirement and employee benefit options.

Estate Planning - Evaluate a client's financial status and goals in order to develop, communicate, and implement the most advantageous estate and gift tax plan.

Capstone - Integrate your knowledge of the financial planning subject areas via a casework course that will mirror the cases you may encounter.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.



© 2019 University of Georgia Terry College of Business, All Rights Reserved

University of Georgia

Terry College of Business

Terry Executive Education Center

3475 Lenox Road, Suite 300

Atlanta, GA 30326

866-238-0756

expr@uga.edu

Learn More

  • Consists of 6 academic courses, including a Capstone
  • Class meets Tuesdays from 6pm-9pm in an alternating hybrid format - one week online, the next in-person
  • In-person meetings taught at the Terry Executive Education Center in the heart of Buckhead
  • Consists of 6 academic courses, including a Capstone
  • Class meets Tuesdays from 6pm-9pm in an alternating hybrid format - one week online, the next in-person
  • In-person meetings taught at the Terry Executive Education Center in the heart of Buckhead
  • Consists of 6 academic courses, including a Capstone
  • Class meets Tuesdays from 6pm-9pm in an alternating hybrid format - one week online, the next in-person
  • In-person meetings taught at the Terry Executive Education Center in the heart of Buckhead

Course Descriptions