CERTIFIED FINANCIAL PLANNER®
To best serve your clients as a financial planner, it’s essential to offer expert advice based on the latest financial fundamentals. Earning the CERTIFIED FINANCIAL PLANNER® designation shows your unwavering commitment to delivering the most reliable, well-informed guidance to your clients. This certification assures them that their financial future is in capable hands.
“It’s a fantastic time to become a CERTIFIED FINANCIAL PLANNER® because the need for it is significant. The curriculum the Terry program uses now is the best that’s out there.”

Join us for an Info Session
February 3, 2026 or February 5, 2026 12-1 p.m. EST via Zoom
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
Takeaways
- Students will be able to sit for the CFP® Exam, with a chance to obtain a highly-desired certification within the financial industry
- Students will have met high professional standards and will adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients
- Certificate of completion from the University of Georgia
In-Person Format
Unlike other financial planner programs in Atlanta, the University of Georgia offers an in-person format that melds traditional learning with the convenience of independent study. The 12-month program includes interactive instructor-led sessions as well as independent reading and exams to cover all personal finance essentials. This format allows you to complete the educational requirements needed to sit for the CFP® exam in just one year.
Understanding that a self-paced format is not the right fit for every learner, our in-person CFP® program features a highly engaging live virtual component in addition to independent learning. The controlled pace of the program allows for built-in accountability.

Atlanta, GA
Online Formats
Self-Paced
The Self-Paced program offers the CFP® board-certified program through an online interactive format that can be completed at your desired pace.
Instructor-Led
The Instructor-Led program includes all course content offered in the Self-Paced program and also includes a bi-weekly virtual session with a live instructor.
Frequently Asked Questions
Want to Learn More?
We’re here to answer any questions you may have about the CERTIFIED FINANCIAL PLANNER® programs provided by the Terry College of Business Office of Executive Education.
- Director of Conferences & Open Enrollment Programs, Executive Education