Sit for your CFP® exam faster with this robust format
Unlike other programs in Atlanta, the University of Georgia offers a blended format
that melds traditional learning with the convenience of an online experience. 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
Understanding that a self-paced format is not the right fit for every learner, the
University of Georgia’s blended 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.
The program includes six academic courses
Fundamentals of Financial Planning and Insurance
You will be introduced to the theory and practice of financial planning. Gain an overview
of the financial planning process and receive guidance for managing a client’s risks
while achieving goals through savings and investments.
Learn how to determine a client’s risk tolerance and select appropriate assets based
on the assessed risk tolerance and the client’s goals.
Income Tax Planning
Focusing on the taxation of individuals, sole proprietorships, C-corporations, S-corporations,
partnerships, and LLCs, this course provides you with detailed coverage of gross income
inclusions and exclusions, deductions before and after adjusted gross income, and
This course covers determination of the retirement savings need and subsequently considers
both government and employer-sponsored methods of providing for one’s retirement.
You will explore the challenges of effective estate planning raised by tax code changes.
It begins with a consideration of the estate planning process and the documents of
The program concludes with a Capstone/Case Study that helps students integrate their
knowledge of financial planning subject areas and prepares them to take the CFP® exam.
Developing a complete financial plan for a fictional client is a highlight of the
Capstone module, preparing students through a simulated learning experience in much
the same way as student teaching prepares those in the field of education.
Who will benefit
- 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
- Students will be able to sit for the CFP® Board exam
- 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
- Earn a certificate of completion from the University of Georgia