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About Oglethorpe University
Oglethorpe University is a co-educational liberal arts
college founded in 1835. The Carnegie Foundation for the Advancement of Teaching categorizes Oglethorpe as Baccalaureate I (BA-I), the classification of the most selective liberal arts colleges in the country. Oglethorpe is the only co-educational BA-I in the state of Georgia. Its purpose is to produce graduates who are broadly educated in the fundamental fields of knowledge and the basic concepts and principles of their disciplines.

For more information about the history of Oglethorpe University click here.

The Financial Planner Program at Oglethorpe University
The Financial Planner Program at Oglethorpe University is a registered educational program with the Certified Financial Planner Board of Standards Inc. . Oglethorpe's dedicated, qualified instructors are active members of Atlanta's financial service community. Following successful completion of the seven courses, students are eligible to apply to take the CFP® Exam; see CFP Board of Standards, Inc. CFP® Certification Examination. The CFP® Exam is offered each year in March, July, and November. (Certain individuals may meet criteria to "challenge" the exam -- see education requirements for details).

What Makes the Financial Planner Program at Oglethorpe University Right for You?
Our Financial Planner Program provides you with the knowledge you need to meet the educational requirements of the Certified Financial Planner Board of Standards Inc. (CFP Board). It also provides existing and future financial professionals with the skills necessary to provide competent, ethical and comprehensive personal financial planning services. Students include existing financial service professionals, CPAs and attorneys who wish to supplement or broaden their existing knowledge and skills as well as individuals who are interested in changing careers or are seeking personal wealth management education. Students without financial experience and/or education should enter the program only after careful consideration. The Financial Planner Program offers placement assistance for students who are career changers. Through established connections, we can help our students fulfill their career goals in the financial industry.

Regarding the CFP Certification
Oglethorpe University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo) 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. (See CFP Steps)

CFP, CERTIFIED FINANCIAL PLANNER™, and marks are certification 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.

     
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