Information Sessions

• Tuesday, October 27
• Tuesday, November 17
• Tuesday, December 15
• Tuesday, January 12

All sessions begin at 5:00 pm Eastern Time and they will require online access and a phone connection. Advanced registration is required.

Program Overview

The Terry College of Business' Office of Executive Programs now offers an online, instructor-led Certified Financial Planning program. This program is live, internet-delivered, and led by experienced financial planning educators. Designed to meet the education requirement for the CFP® Certification Examination in only nine months, this program allows students and instructors to interact in a "virtual classroom" setting. Unlike many distance learning internet-based programs, the Terry College's online, instructor-led CFP program is conducted using headsets and voice-over IP technology.

Prerequisites: It is strongly recommended that students have a four-year degree before enrolling in the program. The CFP Board of Standards requires individuals to have obtained an undergraduate degree prior to using the Certified Financial Planner™ marks.

Who Should Attend

This program is designed for professionals in the brokerage, insurance, accounting, banking and related industries seeking to develop the skills and knowledge that help financial advisors meet the demands of today's complex business environment. The Internet delivered program can help both financial professionals and career changers succeed in this rapidly growing profession.

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Benefits

The live-online, instructor-led CFP program is registered with the CFP Board of Standards, Inc. as an educational provider for individuals preparing to sit for the CFP® exam. The program is designed to help trained professionals plan, assess and evaluate a client's financial future through the development of a comprehensive financial plan. Experts in a variety of financial planning areas, including insurance planning, investment planning, income tax planning, retirement planning, employee benefits and estate planning teach our courses.

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Topics Covered

Key topics covered include:

Fundamentals of Financial Planning and Insurance

Download Fundamentals of Financial Planning and Insurance syllabus (PDF | 146 KB)

This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risks while achieving goals through savings and investments. Topics include life, health, disability, and long-term care as well as property, Social Security, and personal liability insurance. In addition, the course covers time value of money and education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

Participants will be able to:

• Perform time value of money calculations by understanding the underlying concepts and utilizing technology
• Demonstrate an understanding of the inter-relatedness of insurance, investments, retirement planning, income tax, and estate planning in the financial planning process and how the changing economic environment affects that process
• Identify and quantify the financial objectives of a client through evaluation of financial statements and other data. Assess deficiencies, recommend corrections, and develop and maintain a financial plan.
• Articulate the code of ethics and professional responsibility to which practitioners must adhere
• Communicate the concepts of risk assessment in a manner understandable to clients
• Address the broad range of insurance instruments and how they may be evaluated and employed to manage the risk of loss of income and risks associated with property ownership and legal liabilities
• Incorporate insurance into a client's overall financial plan
• Articulate the ethical aspects of insurance advising

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Investment Planning

Download Investment Planning syllabus (PDF | 140 KB)

This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts), and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Participants will be able to:

• Assess a client's risk tolerance and exposure to determine which investments provide the best approach to reach objectives of the client's financial plan
• Demonstrate a working knowledge of common stock and fixed income securities and the variety of ways these instruments may be analyzed
• Apply knowledge of riskier vehicles such as options, commodities, and financial futures to assess a financial plan
• Utilize a wide range of resources to evaluate various investment vehicles and strategies
• Employ the concepts of portfolio planning and management to provide diversification to a client's portfolio with sensitivity to tax considerations
• Apply the principles of taxation of investment vehicles to a financial plan
• Articulate the ethical aspects of investment advising

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Income Taxation Planning

Download Income Taxation Planning syllabus (PDF | 143 KB)

Focusing on the taxation of individuals, sole proprietorships, C-corporations, S-corporations, partnerships, and LLCs, this course provides detailed coverage of gross income inclusions and exclusions, deductions before and after adjusted gross income, and tax credits. In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.

Participants will be able to:

• Access and apply the resources that are required to meet the challenge of annual changes to the tax code
• Articulate income taxation fundamentals as well as tax consequences and computations
• Identify options available to individuals and business owners for reducing their tax burdens while preserving their wealth accumulation strategies
• Articulate the ethical and legal implications of tax advising

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Retirement and Employee Benefits

Download Retirement and Employee Benefits syllabus (PDF | 137 KB)

In this course, participants receive a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans) and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth, and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security, disability, and health care programs such as Medicare.

Participants will be able to:

• Define and differentiate between the types of plans that can be developed
• Analyze a client's financial health and develop the most advantageous retirement and employee benefit options to meet the long-term needs expressed in the overall financial plan
• Identify the needs and objectives of businesses to determine the best design for their employee retirement and benefit plans

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Estate Planning

Download Estate Planning syllabus (PDF | 139 KB)

This course provides professionals with an introduction to wills, trusts, the probate process, and the taxation of estates. Course participants also will learn the tax implications of gifts and bequests during lifetime and at death. The approach provides participants with taxation avoidance and minimization techniques useful in planning a client's estate.

Participants will be able to:

• Demonstrate a working knowledge of wills, trusts, and estates
• Demonstrate a working knowledge of the concepts of risk management, insurance, portfolio management, retirement planning, and taxation and how they are synthesized in the estate and gift tax planning process
• Analyze and evaluate a client's financial and non-financial status and goals in order to develop, communicate, and implement the most advantageous estate and gift tax plan

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Faculty

Michael A. Dalton, PhD, JD, CPA, CFP®, CLU, CHFC
An associate professor of accounting and taxation at Loyola University in New Orleans, Dalton is the former chairman of the Certified Financial Planner Board of Examiners. He is a current member of both the Financial Planning Association and the Journal of Financial Planning editorial review board. He is also the author of a wide variety of other renowned professional financial planning texts, including the Dalton Review for the CFP® Certification Examination.

Joseph M. Gillice, MBA, CPA, CFP®
Joe Gillice is president of Dalton Education, LLC, an education company focused on Web-delivered legal studies and financial planning education. He was previously director of university programs for BISYS Education Services, where he implemented and managed the Web-delivered CFP® certification education program on behalf of BISYS. Gillice served as a consultant for a major business-to-business e-commerce software company and as a financial analyst for a major manufacturing company.

Thomas P. Langdon, JD, LLM, CFA, CFP®, CLU, CEBS
Tom Langdon has held numerous leadership positions, having served on the Board of Examiners of the Certified Financial Planner Board of Standards, as academic advisor to the Society of Financial Service Professionals business and compensation planning section, and as an education committee member for the Financial Analysts of Philadelphia. Langdon's articles have appeared in Financial and Estate Planning Quarterly and The American Bar Association Small Firm Digest as well as other publications.

Mariette T. O'Malley, CPA, JD, CFP®
Mariette O'Malley is a tax partner in private practice focused on individual tax and financial planning issues. She is a frequent lecturer on tax and financial matters to local business and civic groups, a contributing speaker to the American Institute of Certified Public Accountants (AICPA) and a contributing author to CPE course on 401(k) plans designed for the Internet. O'Malley has taught review courses for CPA exam candidates and the CFP® Certification Examination. She is a member of the American Association of Attorney-Certified Public Accountants, AICPA and American Bar Association.

Kristi M. Tafalla, JD, MS, CFP®, ChFC
Kristi Tafalla is president of KMTafalla Financial and Legal Services, LLC, which provides professional services including legal services, financial planning, and development and consulting services to financial services providers. Tafalla has contributed to several recognized academic texts including Estate Planning for Financial Planners, Retirement Planning for Financial Planners, and Personal Financial Planning: Theory and Practice. She also contributed to the Dalton Review for the Certified Financial Planner Exam and was the editor of and a contributor to Review for the Hong Kong CFP® Certification Exam, Papers 1-4. Tafalla was previously the director of product development for BISYS Education Services/Dalton Publications.

Vance Grange, Ph.D., CPA, CFP®
Grange is the Director of Tax and Personal Financial Planning Programs in the School of Accountancy at Utah State University. From 1997 through 1999, Grange served on the seven-member Board of Examiners of the Certified Financial Planner Board of Standards, where he helped create the CFP® Certification Examination. In 1999, he served as chair of the Board of Examiners and as a member of the CFP Board's Board of Governors.

Randall C. Martinez, MS, CPA, CFP®
Martinez is a practicing financial planner specializing in personal financial, individual income tax and estate planning. A former Senior Associate for KPMG and current member of the Louisiana Society of CPAs. Martinez teaches financial planning education programs throughout the country as well as review courses for the CFP® Certification Examination.

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Duration and Cost

Duration: Nine months with classes beginning three times a year in January, April, and September

Cost: $4,600 plus textbooks. Early registration fee of $4,400 is available if registered one month in advance of the class start date. Groups of two or more may be eligible for a group discount.

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Course Schedules

• Class beginning April 2009
• Class beginning September 2009
• Class beginning January 2010
• Class beginning April 2010

Schedule for April 2009 through December 2009

Classes: 5:30 pm - 7:30 pm on Tuesdays and Thursdays.

Fundamentals of Financial Planning and Insurance	Retirement and Employee Benefits
Tuesday, April 21, 2009	Tuesday, September 22
Thursday, April 23	Thursday, September 24
Tuesday, April 28	Tuesday, September 29
Thursday, April 30	Thursday, October 1
Tuesday, May 5	Tuesday, October 6
Thursday, May 7	Thursday, October 8
Tuesday, May 12	Tuesday, October 13
Thursday, May 14	Thursday, October 15
Tuesday, May 19	Tuesday, October 20
Thursday, May 21	Thursday, October 22
Tuesday, May 26	Tuesday, October 27
Thursday, May 28	Thursday, October 29
Tuesday, June 2	Tuesday, November 3 No class
Thursday, June 4	Thursday, November 5 No class
Tuesday, June 9 No class
Thursday, June 11 No class

Investments	Estate Tax Planning
Tuesday, June 16	Tuesday, November 10
Thursday, June 18	Thursday, November 12
Tuesday, June 23	Tuesday, November 17
Thursday, June 25	Thursday, November 19
Tuesday, June 30	Tuesday, November 24 No class
Thursday, July 2	Thursday, November 26 No class
Tuesday, July 7	Tuesday, December 1
Thursday, July 9	Thursday, December 3
Tuesday, July 14	Tuesday, December 8
Thursday, July 16	Thursday, December 10
Tuesday, July 21	Tuesday, December 15
Thursday, July 23	Thursday, December 17
Tuesday, July 28 No class
Thursday, July 30 No class

Taxation of Persons, Property and Other Entities	CFP® Certification Examination
Thursday, August 4	Contact the CFP Board at 800-487-1497 to register for the March 2010 CFP® Certification Examination.
Tuesday, August 6
Tuesday, August 11
Tuesday, August 13
Tuesday, August 18
Tuesday, August 20
Tuesday, August 25
Thursday, August 27
Tuesday, September 1
Tuesday, September 3
Tuesday, September 8
Tuesday, September 10
Tuesday, September 15 No class
Tuesday, September 17 No class

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Schedule for September 2009 through May 2010

Classes: 5:30 pm - 7:30 pm on Tuesdays and Thursdays.

Fundamentals of Financial Planning and Insurance	Retirement and Employee Benefits
Tuesday, September 22, 2009	Tuesday, March 9
Thursday, September 24	Thursday, March 11
Tuesday, September 29	Tuesday, March 16
Thursday, October 1	Thursday, March 18
Tuesday, October 6	Tuesday, March 23
Thursday, October 8	Thursday, March 25
Tuesday, October 13	Tuesday, March 30
Thursday, October 15	Thursday, April 1
Tuesday, October 20	Tuesday, April 6
Thursday, October 22	Thursday, April 8
Tuesday, October 27	Tuesday, April 13
Thursday, October 29	Thursday, April 15
Tuesday, November 3	Tuesday, April 20 No class
Thursday, November 5	Thursday, April 22 No class
Tuesday, November 10 No class
Thursday, November 12 No class

Investments	Estate Tax Planning
Tuesday, November 17	Tuesday, April 27
Thursday, November 19	Thursday, April 29
Tuesday, November 24	Tuesday, May 4
Thursday, November 26 No class	Thursday, May 6
Tuesday, December 1	Tuesday, May 11
Thursday, December 3	Thursday, May 13
Tuesday, December 8	Tuesday, May 18
Thursday, December 10	Thursday, May 20
Tuesday, December 15	Tuesday, May 25
Thursday, December 17	Thursday, May 27
Tuesday, January 5, 2010
Thursday, January 7
Tuesday, January 12
Thursday, January 14 No class

Taxation of Persons, Property and Other Entities	CFP® Certification Examination
Tuesday, January 19	Contact the CFP Board at 800-487-1497 to register for the July 2010 CFP® Certification Examination.
Thursday, January 21
Tuesday, January 26
Tuesday, January 28
Tuesday, February 2
Tuesday, February 4
Tuesday, February 9
Tuesday, February 11
Thursday, February 16
Tuesday, February 18
Tuesday, February 23
Tuesday, February 25
Tuesday, March 2 No class
Tuesday, March 4 No class

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Schedule for January 2010 through September 2010

Classes: 5:30 pm - 7:30 pm on Tuesdays and Thursdays.

Fundamentals of Financial Planning and Insurance	Retirement and Employee Benefits
Tuesday, January 26, 2010	Tuesday, June 29
Thursday, January 28	Thursday, July 1
Tuesday, February 2	Tuesday, July 6
Thursday, February 4	Thursday, July 8
Tuesday, February 9	Tuesday, July 13
Thursday, February 11	Thursday, July 15
Tuesday, February 16	Tuesday, July 20
Thursday, February 18	Thursday, July 22
Tuesday, February 23	Tuesday, July 27
Thursday, February 25	Thursday, July 29
Tuesday, March 2	Tuesday, August 3
Thursday, March 4	Thursday, August 5
Tuesday, March 9	Tuesday, August 10 No class
Thursday, March 11	Thursday, August 12 No class
Tuesday, March 16 No class
Thursday, March 18 No class

Investments	Estate Tax Planning
Tuesday, March 23	Tuesday, August 17
Thursday, March 25	Thursday, August 19
Tuesday, March 30	Tuesday, August 24
Thursday, April 1	Thursday, August 26
Tuesday, April 6	Tuesday, August 31
Thursday, April 8	Thursday, September 2
Tuesday, April 13	Tuesday, September 7
Thursday, April 15	Thursday, September 9
Tuesday, April 20	Tuesday, September 14
Thursday, April 22	Thursday, September 16
Tuesday, April 27
Thursday, April 29
Thursday, May 4 No class
Thursday, May 6 No class

Taxation of Persons, Property and Other Entities	CFP® Certification Examination
Tuesday, May 11	Contact the CFP Board at 800-487-1497 to register for the November 2010 CFP® Certification Examination.
Thursday, May 13
Tuesday, May 18
Tuesday, May 20
Tuesday, May 25
Tuesday, May 27
Tuesday, June 1
Tuesday, June 3
Thursday, June 8
Tuesday, June 10
Tuesday, June 15
Tuesday, June 17
Tuesday, June 22 No class
Tuesday, June 24 No class

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Schedule for April 2010 through December 2010

Classes: 5:30 pm - 7:30 pm on Tuesdays and Thursdays.

Fundamentals of Financial Planning and Insurance	Retirement and Employee Benefits
Tuesday, April 20, 2010	Tuesday, September 21
Thursday, April 22	Thursday, September 23
Tuesday, April 27	Tuesday, September 28
Thursday, April 29	Thursday, September 30
Tuesday, May 4	Tuesday, October 5
Thursday, May 6	Thursday, October 7
Tuesday, May 11	Tuesday, October 12
Thursday, May 13	Thursday, October 14
Tuesday, May 18	Tuesday, October 19
Thursday, May 20	Thursday, October 21
Tuesday, May 25	Tuesday, October 26
Thursday, May 27	Thursday, October 28
Tuesday, June 1	Tuesday, November 2 No class
Thursday, June 3	Thursday, November 4 No class
Tuesday, June 8 No class
Thursday, June 10 No class

Investments	Estate Tax Planning
Tuesday, June 15	Tuesday, November 9
Thursday, June 17	Thursday, November 11
Tuesday, June 22	Tuesday, November 16
Thursday, June 24	Thursday, November 18
Tuesday, June 29	Tuesday, November 23
Thursday, July 1	Thursday, November 25
Tuesday, July 6	Tuesday, November 30
Thursday, July 8	Thursday, December 2
Tuesday, July 13	Tuesday, December 7
Thursday, July 15	Thursday, December 9
Tuesday, July 20	Tuesday, December 14
Thursday, July 22	Thursday, December 16
Tuesday, July 27 No class
Thursday, July 29 No class

Taxation of Persons, Property and Other Entities	CFP® Certification Examination
Tuesday, August 3	Contact the CFP Board at 800-487-1497 to register for the March 2011 CFP® Certification Examination.
Thursday, August 5
Tuesday, August 10
Tuesday, August 12
Tuesday, August 17
Tuesday, August 19
Tuesday, August 24
Tuesday, August 26
Thursday, August 31
Tuesday, September 2
Tuesday, September 7
Tuesday, September 9
Tuesday, September 14 No class
Tuesday, September 16 No class

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Registration Options

Register by calling 404-842-4829.

For classes beginning September 2009:

• Individual early registration: $4,400 one month prior to start date
• Group early registration: $3,960 per person (2 or more) one month prior to start date
• Individual registration: $4,600
• Group registration: $4,140 per person (2 or more)

Early registration option:

Enrollment in this program is limited and early registration is encouraged. An early registration discount is offered. Reserve your place in the program by completing the registration form online, faxing your registration form to 404-842-4848, or mailing it to:

Terry College of Business
Office of Executive Programs
3475 Lenox Road NE, Suite 300
Atlanta, GA 30326

Group discount for two or more participants:

There is a 10% discount offered to any company sending two or more participants.

Cancellation and Refund Policy:

Notification of cancellation must be received no later than 14 days prior to the beginning of the program to receive a refund of the program fee. Participants who cancel within 14 days of the start of the program are not eligible for a refund but may designate a substitute participant.

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Partner

Dalton Education is a leading provider of innovative education solutions in financial services and financial planning. Dalton Education is committed to the highest quality education through comprehensive and rigorous curriculum delivered by the country's premier faculty.

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