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Certified Financial Planner™ Program

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Certified Financial Planner™ Program

Are you passionate about numbers and people? If so, personal financial planning could be a rewarding career path. With the need for financial planning services at an all-time high, individuals are looking to secure their financial future and they need a professional, competent advisor to get there. This program provides you with the skills and training needed to deliver comprehensive and accurate personal financial planning services to your clients. This extensive 14-month course is taught by industry professionals who are part of Atlanta’s financial services community.

Registration

More Information and Registration

Prerequisite

High school diploma or equivalent, completion of our Basic Skills Assessment and submission of the Program Application. Working knowledge of computers and access to a computer and the Internet are required.

The Basic Skills Assessment and Program Application are located online. The instructions are here. You will be directed to the program application after completing the skills assessment.

What You’ll Learn
  • Fundamentals of Financial Planning
  • Insurance Planning
  • Income Tax Planning
  • Investment Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Financial Plan Development (Capstone)
Capstone Course

Program concludes with a Capstone project that will allow students to develop a complete financial plan for a fictional client. This will help students integrate their knowledge of all subject areas and prepare them to take the CERTIFIED FINANCIAL PLANNER™ exam.

Who Should Enroll
  • Financial planners looking to achieve their CFP® certification.
  • Professionals who are specialists in a specific area – brokerage, insurance, accounting, banking and related fields – and want to learn how everything works together.
  • Career changers interested in financial planning.
Financing Options
  • Interest-Free Payment Plan
  • VA Education Benefits
  • Continuing Education Loans

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Open House

Register for an Information Session

Webinars

Register for a Webinar Session

On Our Blog
Meet Jason Culp, Certified Financial Planner™ Program Instructor
Jason Culp, Personal Financial Planner instructor
Jason Culp will be teaching our Insurance Planning course for our Certified Financial Planner™ Program. He has over 15 years of experience as a Certified Financial Planner. Jason currently serves as a private wealth manager... read more ❯

New Courses Approved for VA Education Benefits
Soldier continuing his education
We have added the following programs to our programs approved for VA Education Benefits: Legal Interpreter, Certified Financial Planner™ Program, Restaurant Operations and Management, Supply Chain Management, LSAT Exam Preparation and MCAT Exam Preparation. Active... read more ❯

Occupational Trends
4th Best Job in the Country

— U.S. News & World Report ranked Financial Advisor as its #4 best business job.

30% Growth

— Employment of personal financial advisors is projected to grow 30% through 2024, faster than the average for all occupations.

$89,160 Salary

— The median annual wage for personal financial advisors was $89,160 in May 2015.

Increased Demand

— As the population ages and life expectancy rises, demand for financial planning services should increase.
Bureau of Labor Statistics