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 providing clients sound guidance.

Program Information

Next Session

Program Format: In-Person/Blended Course Format

Date: September 3, 2024–September 9, 2025

Time: In person classes are held in Atlanta (and live virtual) every other Tuesday from 6:00–9:00 p.m.

Information Sessions

Date: August 6, 2024
Time: 12:00 p.m.

Date: August 20, 2024
Time: 6:00 p.m.


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  • Program Manager, Executive Education
Financial Planning Certificate


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


“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 CF

Class Format Options

Blended Format Option

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

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

Online Format Option

Convenient and Flexible

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