Author: Kent Hannon
Contact: Tom Couch


ATHENS, Ga. — The University of Georgia's Terry College of Business is launching a new executive program for financial planning certification at the college's Executive Education Center in Atlanta. The Terry program, which begins on May 2, offers a unique advantage over conventional 18-month certification programs available elsewhere.

"The Terry College program takes only 13 months," said director Tom Couch. "A person who begins classes this May and successfully completes all course requirements will be eligible to sit for the July 2007 CFP National Board Exam. That's two exam periods sooner than the 18-month program."

To accommodate working professionals, the 13-month program holds classes one night a week for three hours (6 to 9 pm), plus one Saturday a month (9 a.m. to 4 pm).

The curriculum consists of six academic courses — Fundamentals of Financial Planning, Insurance Planning and Risk Management, Investment Planning, Income Tax Planning, Retirement Planning, and Estate Planning — plus a capstone case study course.

Students who wish to enroll have two options: to pay tuition for the entire program ($4,800) or on a course-by-course basis ($950 per course).

The Terry College's newest executive education program offers significant career-advancement opportunities — particularly for people who are already working in related financial services, such as wealth management, brokerage, banking and insurance.

"People making a bona fide career change from some other area of the workforce typically experience accelerated earnings in their third to fifth year as a financial planner," said Couch. "For people who are already working in the financial services industry, results tend to be immediate."

Sessions will begin three times a year — in January, May and September — and the first class is filling up now. For those who secure a seat, enormous job satisfaction lies ahead, Couch said.

"Certified financial planners can do a tremendous amount of good," he said. "Forty years from now, their clients will look back at what they did for them and their family and give thanks."

For more information about the program or to apply for the session starting in May, go to Free information sessions will be held April 4 and April 18. If you have questions, contact program director Tom Couch at 404-842-4829 or email. The Terry College's Executive Education Center is located at the One Live Oak Center, 3475 Lenox Rd., across from Lenox Square Mall.