Frequently Asked Questions

What is the time commitment required for study outside the classroom?
A student can expect to spend 2-3 hours outside the classroom for every hour in the classroom, depending on the student's previous education and experience.

How long does it take to complete the program?
This is a thirteen month program consisting of seven courses: Fundamentals of Financial Planning, Insurance Planning and Risk Management, Income Tax Planning, Investment Planning, Retirement Planning, Estate Planning and a Capstone/ Case Study course.

Why choose the University of Georgia, Terry College of Business' Executive Program for Financial Planning Certification over other programs?
This program offers a student an opportunity to be a member of the Terry College of Business family. It is administered and taught by university personnel, insuring a greater personal attention to each student's needs. The program is offered on an accelerated basis, and can be completed in thirteen months.

Why a certification program?
Because consumers are looking for credentialed, qualified professional in the financial services industry to become their personal financial planners. A certificate program allows students to concentrate their studies in the specific content areas relevant to their profession. By focusing their coursework, students are able to complete their education requirements in thirteen months and at a significantly lower cost than a degree-granting program.

I have already completed classes in a self-study program, or other certificate program registered with the CFP Board. Can I transfer credit to your program?
Yes. Terry College of Business will allow a student to transfer two courses from another CFP Board-registered program. If granted an exemption you are still encouraged to attend the class and complete the class assignment to ensure you receive the best possible education and preparation for becoming a financial planner.

Can I purchase the program on a course by course basis?
Yes. Tuition for a single class is available for the six academic subjects, and for the capstone/case study course.