financial planning certification in executive programs
TRANSCRIPT
CFP®
What do Clients Want? Objective Advice Credentialed Professionals
The 4 E’s of the CFP Board
ducation
xam
xperience
thics
Education Determines the body of knowledge Allows colleges and universities to teach
the curriculum
Exam
Administered 3 times a year (usually the 3rd Friday and Saturday of the Month)
-March
-July
-November 285 Multiple-choice questions All or none pass
Experience 3 Years work experience in related field 5 years from the time you pass the exam to complete
the 3 years experience Must hold a degree from a college or university
Ethics
Review of Complaints Letters of Reprimand Suspensions of License Revocation of License
About the Program 89 topics in 6 Academic Subjects +
Capstone Case-Study Course-Fundamentals of Financial Planning
-Insurance Planning & Risk Management
-Investment Planning
-Income Tax Planning
-Retirement Planning and Employee Benefits
-Estate Planning
-Capstone Case-Study Course
What to Expect A new session begins 3 times a year
-January
-May
-September Attend class 1 night a week, and one Saturday a month Weeknights 6:00pm to 9:00pm Commit 2-3 hours of study for every hour spent in class 9-12 hour a week commitment
Why choose Terry? REPUTATION
Founded in 1912, Terry College was the first business school in the south—and one of the first in the nation
The Terry College of Business is consistently ranked high in national reports, such as U.S. News & World Report, Business Week, and the Financial Times
Why choose Terry? Affordability
$4,800 for entire session or $950 per course
Convenience The Executive Education Center is conveniently
located in Buckhead, the heart of the Atlanta financial district
Close to major roadways
Why choose Terry? Expert Faculty
Our faculty members are qualified, credentialed professionals working in the financial services industry; many own their own firms and advise hundreds of clients
Faculty members frequently update their content and participate in instructor development sessions to hone their teaching skills
Contact Information Terry Executive Education Center
3475 Lenox Road, NE, Suite 300Atlanta, GA 30326-3228
Contact: Lesli Terrell-PayneCFP® Program Director and Assistant Director of Certificate Programs
404.842.4829 or 706.255.9061 [email protected]
www.terry.uga.edu/cfp