|
*ANNOUNCEMENTS*
New! Students - Be sure to complete the online evaluation as soon as you receive it.
Your feedback is important to us.
Current Schedule
Fall 2009 Courses |
Course |
Building/Room |
Instructor |
Days Offered |
|
Hearst/Room 210
|
Charles Jackle, CFP®
Gary Clement, CFP® |
Tuesday
Wednesday |
|
Hearst/Room 212
|
Steven Bontempi, Esq.
LaToya Parker, CFP® |
Tuesday
Thursday |
|
Beginning Oct. 21,
ALL classes meet in
Lupton/Room 203
|
Henry Spil, CFP®, CPA
Snow Williams, EA |
Wednesday
Thursday |
Course syllabus: Click on name of course for current syllabus.
Cohort 45 students:
Click here for textbook ordering information.
Course/Cohort Schedule: Use this link to access available syllabi & schedules for upcoming courses,
Fast Track and Traditional schedules by cohort and cohort handbooks.
For Curriculum details, click desired course below:
Starks-Oglethorpe CFP® Exam Live Review Course
Students can prepare for the CFP® Examination through an intensive live review course which includes individualized study plans, one-on-one coaching and a structured interactive approach covering each exam topic. Apply today to prepare for the March 2010 exam review course. Call the FPP Office at 404-364-8373 for an application form and schedule.
Click here for CE Credit Request Form
Continuing Education Credits for Georgia Insurance Licensees
Students who are licensed with the Georgia Insurance Department may receive continuing education (CE) credit for financial planner courses they successfully complete. The Program provides this as a service to students but the program is not involved with the Georgia Insurance Department in defining their continuing education policy and requirements. It is the STUDENT’S RESPONSIBILITY to understand her/his license renewal requirements (i.e. renewal period and deadline; required hours, CEU hours that may be carried forward, etc….). Students must submit a completed and signed CE Credit Request Form and check or cash for the $25 per course CE Credit Fee. Telephone requests are not accepted. We strongly recommend that you submit your request for CEU credit immediately after successfully completing the course for which you seek credit. The Program will issue credit for any course within a one-year period from the final examination date; however it is the STUDENT’S RESPONSIBILTY to understand the eligibility policy of the Georgia Insurance Department.
Career Services
Oglethorpe University's Career Services Office is available to our students. Our program is dedicated to helping individuals who are transitioning into this new and exciting field. Please contact Career Services at 404.364.8533. The Program Director is also available to meet with students to discuss internship and job placement opportunities.
Upcoming Events
Transcript Request
A copy of your Letter of Completion or a transcript of completed course work may be ordered using the Transcript Request Form. The reissue fee is $10 per letter or transcript.
For more information contact:
Jill K. Sauser, Ph.D.
Office Manager, Financial Planner Program
404.504.3389
jsauser@oglethorpe.edu
Christian Y Benton, CPA, MA
Director, Financial Planner Program
404.364.8373
fpp@oglethorpe.edu
CFP®, CERTIFIED FINANCIAL PLANNER™, and
 marks are certification
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 PLANNERT™ 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. |
