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Personal Financial Planner


Personal Financial Planner

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 15-month course is taught by industry professionals who are part of Atlanta’s financial services community.


More Information and Registration


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

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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