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

Class Begins February 22, 2017.

Prepare now for the CFP® Exam!

Apply Now! Attend an Info Session

 

100% Pass Rate on the CFP® Certification Examination, July 2014 and November 2013

Oglethorpe University’s CFP® Certification Program 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.

Whether you are seeking to enhance your current career, or searching for a complete career change, our Financial Planner Program provides the knowledge and specific skills that will contribute to your future as a CERTIFIED FINANICAL PLANNER™.

Once students have successfully completed our program, they will have satisfied the educational program requirement to be eligible to sit for the CFP® Certification Examination. The exam is administered by the CFP Board three times a year in March, July and November.

 

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.