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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:

November 2013 and July 2014

 

Oglethorpe's next cohort begins January 2015!

Upcoming Information Sessions:

Monday, October 27, 2014 Oglethorpe University Campus at 6:30 PM Register
Thursday, November 13, 2014 Oglethorpe University Campus at 6:30 PM Register
Monday, December 1, 2014 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 education program provides students with the knowledge needed to meet the educational requirements of the Certified Financial Planner Board of Standards Inc. (CFP Board). It also provides existing and future financial professionals with the skills necessary to provide 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 wealth management education.

The Financial Planner Program at Oglethorpe University offers a schedule that will allow students to complete their studies in approximately 16 months. During the 16 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, Tax Planning, Insurance, Investments, Retirement, Estate Planning, and Financial Plan Development (Capstone). Following successful completion of all courses, students are eligible to apply and sit for the CFP Board Exam. The CFP Board Exams are offered in March, July, and November of each year; our program's schedule is designed to allow for enough time for a review course before taking the exam.

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

Office Telephone: 404.364.8376

Office email: fpp@oglethorpe.edu

 

 

Depending on the review course, students who complete this program may be eligible to receive a discount when enrolling in the review course of their choice for the CFP Board Exam.

For details, please contact Alan Ladd, Manager of the Financial Planner Program.

**Effective November 18, 2011, Challenge Candidates that did not previously sit for the CFP® Exam will be required to complete the Financial Plan Development course (capstone) in order to sit for the CFP® Exam. Oglethorpe University's Financial Planner Program offers solutions for these individuals.

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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