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Our Financial Planning Program at a glance…

Course Days Tuition
Fundamentals of Financial Planning May 1, 2012 - May 31, 2012 $750
Investment Planning Mar 27, 2012 - June 5, 2012, 6:30-9:30pm $825
Insurance Planning and Risk Management June 21, 2012 – August 16, 2012, 6:30pm-9:30pm$600
Income Tax Planning September 6, 2012 – November 15, 2012$825
Retirement Planning and Employee Benefits Nov 29, 2012 - Feb 28, 2013, 6:30-9:30pm$825
Estate Planning Jan 3, 2012 - Mar 13, 2012, 6:30-9:30pm$825
Financial Planning Case Studies June 19, 2012 - Aug 7, 2012, 6:30-9:30pm$600
Total - if registering for all courses at once $4,995
Total - if registering for each course separately$5,250
All courses are located in 1256 Briarcliff Rd., Bldg. B, Atlanta, GA 30306

The Emory Financial Planning Certificate Program provides financial planning professionals with the skills, training, and knowledge to succeed in the financial planning industry, as well as the educational requirement needed to sit for the CFP® Certificate Examination.

The certificate is particularly appealing to those considering a career path as a stockbroker, tax preparer, insurance agent, real estate professional, bank and trust officer, financial planner, accountant, attorney, and those interested in entering the financial services field.

Our program's schedule allows you to complete your studies in approximately 18 months, while maintaining a full-time job. The program curriculum includes: personal financial planning, retirement planning, estate planning, tax planning, insurance, and investments, and focuses on all eight major Job Task Domains and 78 Principal Topics necessary to successfully pass the CFP® Examination.

We encourage you to compare our curriculum with other schools and share it with practicing financial professionals.

Learn more about our financial planning program here...

Five reasons to earn your Financial Planning Certificate at Emory!

  1. Financial planning is one of the fastest growing industries in the U.S. and is expected to continue to grow at above-average rates through at least 2014. Among financial service professionals, the CERTIFIED FINANCIAL PLANNER™ certification is the most highly recognized and respected certification.
  2. Our format allows you to complete our program in 18 months: class meets one evening per week for three hours...designed for your success.
  3. An Emory certificate paired with the CFP® certification makes a powerful combination.
  4. You might expect Emory’s world class education to be expensive, but our pay-as-you-go fee structure is surprisingly affordable for individuals and employers.
  5. All our instructors hold a CERTIFIED FINANCIAL PLANNER™ certificate with proven teaching abilities and superior subject matter knowledge.

What's your next step?


Submit application Submit your application

Enroll in the program Enroll in our program

Attend a free information session Attend a free info session

Talk with a Student Advisor Talk with a Student Advisor

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Graduate spotlight


"I’m a CFP® professional. I’m in business. I have more than 20 clients. I thank Emory's..." Read more

Tom Nardozzi, Owner of Perpetual Wealth Advisors, LLC, graduated from Emory's Financial Planning Certificate Program in 2007.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Emory University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. 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.

Emory University is a CFP Board approved educational institution providing the instruction leading up to the CFP® Examination. It does not determine individuals eligibility, qualification, or any other condition required to acquiring and maintaining the CFP® Certification. Emory University is not responsible for information beyond the education program it offers. Individuals must contact CFP Board at http://www.cfp.net for all matters regarding the acquiring and maintaining of the CFP® Certification.

 

 

 

 

 

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Certified Financial Planner, CFP Atlanta

Continuing Education in Atlanta, Georgia

Classes are held on Emory University's campus and in our new Alpharetta location.