Fast Facts

• Dates:

  May 8, 2012 (Session 19)
  View a full listing of sessions

• Location:

  Terry Executive Center
  3475 Lenox Road
  Atlanta, GA 30326

• Cost:

  Full Tuition: $4,950
  Single Class: $995

Application Procedure

1. Request an application from the Terry College website and submit your information. An Executive Programs representative will contact you within 24 hours.
2. Fill out the application provided and follow the instructions to return it to Executive Programs.
3. Once your application has been accepted, a representative will work with you to arrange payment and complete the registration process.

Overview

One of the best ways to show that you are a serious financial planner is to earn your CFP® designation, which requires completion of a certified education program. The Terry College of Business offers one of the best options for meeting the education requirement and preparing for the demands of the CFP® Certification Examination. Terry is registered with the CFP® Board of Standards, Inc., which administers the exam.

Designed for professionals in the brokerage, insurance, accounting, banking, and related industries, the CFP® Traditional Class program format consists of six academic courses, including a Capstone/Case Study. The class meets one night a week from 6:00 to 9:00 pm for 14 months. This is the only live class in the Atlanta area offered by a public institution.

The CFP® Program provided me with the educational foundation needed to not only pass the CFP® Board exam, but also to deliver sound comprehensive financial advice to my wealth management clients.

Gregory B. Binney, CFP®, First Vice President — Client Advisor, Private Wealth Management, SunTrust Bank

Course Topics and Faculty

• Fundamentals of Financial Planning and Insurance
• Income Tax Planning
• Investment Planning
• Retirement Planning
• Estate Planning
• Capstone/Case Study

Traditional classroom program not for you?

You may be interested in our self-paced online program.

Top of Page

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.