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Certified Financial Planner™ Program

The First Step to Becoming a Certified Financial Planner™ Starts Here at Oglethorpe University in Atlanta!

100% Pass Rate on the CFP® Certification Examination:

July 2014 and November 2013

 

Oglethorpe's next cohort begins August 2015

Upcoming Information Sessions:

Tuesday, June 23, 2015 Oglethorpe University Campus at 6:30 PM Register
Tuesday, July 14, 2015 Oglethorpe University Campus at 6:30 PM Register
Tuesday, July 28, 2015 Oglethorpe University Campus at 6:30 PM Register

After registration, prospective students will be emailed with a confirmation - click here for campus map.

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Apply to Oglethorpe University's Financial Planner Program
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Oglethorpe University's CFP® Certification Porgram provides existing and future financial professionals with the skills necessary to deliver competent, ethical and comprehensive personal financial planning services. Students include existing financial service professionals, CPAs and attorneys who wish to supplement their existing knowledge and skills, as well as, individuals who are interested in changing careers or are seeking personal financial planning knowledge.

The Certified Financial Planner Program at Oglethorpe University offers a schedule that will allow students to complete their studies in 15 months. During the 15 month period our instructors (who are active members of Atlanta's financial services community), will cover the eight major Job Task Domains in seven course modules: Fundamentals of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, and Financial Plan Development (Capstone) Course. After successful completion of all courses, students are eligible to apply and sit for the CFP Board Examination. .

For more information or questions, please call or email the Program Office:

Office Telephone: 404.364.8376

Office email: fpp@oglethorpe.edu

CFP Board Education Requirement for Challenge Status

 

CFP®, Certified Financial Planner™, and marks are certified marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Oglethorpe University does not certify individuals to use the CFP®, Certified Financial Planner™ and certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board Registered Program, have met its ethics, experience and examination requirements.

 

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