CERTIFIED FINANCIAL PLANNER™ PROGRAM – BLENDED COURSE FORMAT

University of Georgia - Terry College of Business
Training overview
Professional Course
12 months

Course description

CERTIFIED FINANCIAL PLANNER™ Program - Where serious financial services professionals set a new standard in excellence for their clients, their organizations, and themselves.

The best way to serve your clients as a financial planner is to offer sound advice based on current financial fundamentals. A Certified Financial Planner™ designation signifies your dedication to your field and your commitment to offering clients sound guidance. There are four requirements to obtain certification: education, examination, experience, and ethics. The Terry College of Business is an established institution with the CFP® Board backing, which fulfils the educational requirements and prepares you for the demanding CFP® Certification Exam. Terry is registered with the CFP® Board of Standards, Inc., which administers the exam.

Understanding that a complete online learning format is not the right fit for every learner, University of Georgia’s CFP® blended program features a highly engaging online component that complements the instructor-led courses. The controlled pace of the program allows for built-in accountability.

Who should attend?

  • A professional in the brokerage, insurance, accounting, banking, or related industry wanting to develop the skills and knowledge needed to become a financial advisor
  • A graduate of a four-year degree in finance or a related field
  • Anyone interested in taking the National CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination

Training content

The program includes six academic courses

Fundamentals of Financial Planning and Insurance
You will be introduced to the theory and practice of financial planning. Gain an overview of the financial planning process and receive guidance for managing a client’s risks while achieving goals through savings and investments.

Investment Planning
Learn how to determine a client’s risk tolerance and select appropriate assets based on the assessed risk tolerance and the client’s goals.

Income Tax Planning
Focusing on the taxation of individuals, sole proprietorships, C-corporations, S-corporations, partnerships, and LLCs, this course provides you with detailed coverage of gross income inclusions and exclusions, deductions before and after adjusted gross income, and tax credits.

Retirement Planning
This course covers the determination of the retirement savings needs and subsequently considers both government and employer-sponsored methods of providing for one’s retirement.

Estate Planning
You will explore the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer.

Capstone
The program concludes with a Capstone/Case Study that helps students integrate their knowledge of financial planning subject areas and prepares them to take the CFP® exam. 

Course delivery details

Unlike other programs in Atlanta, UGA offers a blended course format which marries traditional classroom education with the convenience of an online experience. The 12-month program meets face-to-face one night a week every other week and is supplemented with online classes in between to cover all personal finance essentials. This robust format allows you to complete the educational requirements mandated to sit for your CFP® exam faster than any other program currently offered in the city.

Costs

COST

The total program cost is $4,950 (USD), with the discount price for early registration cost is $4,750 (USD).

If you want to pay the fee per class, the fee will be $995 (USD) per class.

Certification / Credits

Earn a certificate of completion from the University of Georgia

About Terry College

UGA - Terry College of Business | Over 100 Years of Excellence

Founded in 1912, the Terry College of Business is the state’s flagship business school within the country’s first state-chartered university. As the first business school in the South, the Terry College of Business is steeped in a tradition of providing...


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University of Georgia - Terry College of Business

610 South Lumpkin Street
30602 Athens Georgia

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