Terry College of Business

Executive Education

CERTIFIED FINANCIAL PLANNER™

Prepare for the demanding CFP® Certification exam

The best way to serve your clients as a financial planner is to offer sound advice based on current financial fundamentals. A CERTIFIED FINANCIAL PLANNER™ designation signifies your dedication to the profession and your commitment to offer clients sound guidance.

The Executive Program for CFP® Certification education is a registered program of the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. Upon successful completion of this certificate program, students are eligible to apply for the CFP® Certification Examination.

CFP® Atlanta In Person/Blended Format

Beginning March 15

Classes are held in Buckhead (and live virtual) every other Tuesday from 6:00 p.m. until 9:00 p.m. beginning March 29, 2022. The program concludes on March 14, 2023.

Attend An Info Session

February 8, 2022
Webinar
12:00pm-1:00pm EST
March 1, 2022
Webinar
6:00pm-7:00pm EST

Register Now

CFP® Certification Education Options

Blended Class Format Option

In-person Atlanta-based Live Instructor Interaction with Remote Option

Picture of a business professionals attending an Executive Education course

This blended course format marries traditional learning with the convenience of an online experience.

  • Consists of six academic courses, including a capstone
  • Classes meet live in an interactive, executive-style classroom, and you have the option to join remotely if necessary
  • Instructor-led sessions are supplemented with independent learning
  • Be a part of a cohort – network and discuss topics with other financial professionals while attending class

More Info on Live Instructor Led Option

Online Format Options

Convenient and Flexible

Woman working from a home office

Our online CFP® program allows you to proceed at your own pace and location - perfect for the financial advisor who wants to fast track through familiar subjects.

  • Work as your schedule permits - with online delivery, the content is available whenever you are
  • Our program delivers truly interactive and engaging content
  • An advisor will be your partner through all 7 courses. Advisors will respond to email questions and provide feedback within 24 hours


More Info on Online Only Options

CFP® Q&A

What is a CFP® Certification?

CFP Certification is a nationally and internationally recognized professional certification offered through the CFP® Board.

Certified Financial Planner Board of Standards Inc. awards the CFP®and CERTIFIED FINANCIAL PLANNER™ certification to individuals who fulfill initial and ongoing certification requirements:  

  1. Satisfy the educational requirements
  2. Three to five years of work experience in a financial planning field
  3. Pass the CFP® Certification Examination
  4. Compliance with CFP® Board’s Code of Ethics and Professional Responsibility
  5. Continuing education and recertification
Why are the CFP® Certification Requirements Important?

When selecting a financial planner, it’s important to remember that not all financial planners are “certified.”  Anyone can call themselves a “financial planner.”

Only those who have gone through the certification process by the CFP® Board can display the CFP® certification marks.  The CFP®certification provides a great sense of security by allowing only those who meet the requirements the right to use the CFP® certification marks. 

What is required to obtain a CFP® Certification?

To obtain the CFP® certification, there are the four E’s:  

Education, Examination, Experience and Ethics.

EDUCATION:  In order to receive the CFP® designation, you have to master the topics covered in the following areas:

  • Fundamentals/Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Financial Plan Development -Capstone

Bachelor’s Degree Requirement:  A bachelor’s degree in any discipline is required in order to obtain the CFP® designation.  This is not a requirement to be eligible to take the CFP® Certification Examination and does not have to be obtained before sitting for the exam or fulfilling the work experience.  You have five years from the date you pass the CFP® exam in order to satisfy the bachelor’s degree requirement.  The UGA CFP ® program is a graduate level program however, a bachelor’s degree is not required in order to apply.

EXAMINATION:  CFP®practitioners must pass a comprehensive6-hour CFP®Certification Examination that tests their ability to apply financial planning knowledge in an integrated format.  You will be legible to apply for the CFP® Certification Examination after successfully completing the educational requirement.  The CFP® Examination is given three times a year and the fee for the exam is $595 and must be paid in full by the application deadline.

EXPERIENCE:  CFP®professionals must have three years minimum experience in the financial planning process prior to earning the right to use the CFP®certification marks.  This experience may be obtained before or up to 5 years after the exam.

ETHICS:  As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP® Board’s Code of Ethics and Professional Responsibility.

Additional information can be found at www.cfp.net.

Do you have any requirements prior to enrolling?
Yes, a Bachelor’s degree is highly recommended but not required. Also an application via our website.
Do you offer Review Courses?

The University of Georgia, Terry College of Business does not offer an overall review for the national comprehensive CFP® Certification Examination, but nationally known companies offer reviews in Atlanta:

Keir Educational Resources offer review materials and courses. www.keirsuccess.com.

Live Classes: Bruce Starks

Zahn intensive review uses a special classroom book designed by Ken Zahn.  You may contact them directly at www.kenzahn.com.

The Dalton Review comprehensive CFP® review.  For more information go to www.thedaltonreview.com.

Please note that there are fees associated with these programs.

How much study time outside of class should I expect?
The answer to this question varies, however, we recommend that for every hour spent in the classroom prepare to spend 2-3 hours outside of the classroom studying.
Do you accept the Hope Scholarship?
No, the Hope Scholarship and other financial aid programs such as the Pell Grant, Stafford Loan are only available to students attending for-credit courses which lead to a degree or other academic credentials. Certificate programs are not eligible for these kinds of scholarships.
Do you offer financial assistance for VA funding or military personnel?
At this time, we are not able to offer financial assistance for military personnel enrolling in our traditional program.
Do I need to fill out the FAFSA?
No, the FAFSA (Free Application for Federal Student Aid) is used only for degree programs.
Are continuing education loans available for non-credit classes?
Yes, however, please contact us to discuss before starting the loan process.
Can I start a class while I am waiting for my loan to be approved?
No, payment has to be received before starting the program.
I have been laid off from my job. Are other options available for me?
You may be eligible through Workforce Investment Act funding. For WIA information, visit the Department of Labor serving your area.

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.”

- Andy Harbour
Senior Vice President, Morgan Stanley CFP®, CIMA®