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Financial Planner Program

Current Students

Oglethorpe University's Financial Planner Program will periodically post dates of upcoming classes and general information for current students on to this page.

Current Class Offerings: Retirement Planning, Insurance Planning, and Estate Planning.

August Class Offerings: Fundamentals of Financial Planning, Investment Planning, Tax Planning, and Capstone.

Continuing Education Credits for Georgia Insurance Licensees

Students who are licensed with the Georgia Insurance Department may receive continuing education (CE) credit for financial planner classes they have successfully completed. The program provides this as a service to students, the program is not involved with the Georgia Insurance Department in defining their continuing education policy and requirements. Students must submit a completed and signed CE Credit Request Form along with payment of $25 per course CE Credit Fee. Oglethorpe University strongly recommend that students submit their CE request immediately after successfully completing a class. The program will issue credit for any class within a one-year period from the final exam date. It is the students responsibility to understand the eligibility policy of the Georgia Insurance Department.

Transcript Request

Students may request a copy of a completion letter or transcript by completing the Transcript Request Form. The reissue fee is $10 per letter or transcript.  

The Dalton Review® for the CFP® Examination

In order to better prepare for the CFP® exam, Oglethorpe University recommends attending a review course, such as The Dalton Review, a comprehensive CFP® exam review and preparation course. If you are committed to passing the CFP® exam, a financial planning education program through Oglethorpe University and The Dalton Review are your keys to success. The Dalton Review is considered to be the best CFP® exam review course in the country.

The Dalton Review consists of three phases, all-inclusive in their enrollment fee:

  • Pre-Study Program
  • The Dalton Review Classes
  • Post-Study Program

Key points that add up to passing the CFP® exam:

  • Thirty-six hours of classroom review instruction:
    • Live review classes
    • Live online, instructor led reviews
    • Students may attend both the traditional classroom and live-online reviews at no additional cost
  • Outstanding faculty
  • Pass rates are consistently 70-80% on the CFP® exam
  • Exam Readiness Quiz provides a predicted probability of passing the CFP® exam
  • Take The Dalton Review twice before taking the CFP® exam at no additional cost
  • Free repeats if you are unsuccessful on the exam

All Financial Planner Program students are eligible to receive a $50 discount when enrolling in The Dalton Review. Contact Dalton Education or Alan Ladd, Manager of Certificate Programs in order to receive the discount code.

Visit www.thedaltonreview.com or call Dalton Education at 866.828.1765 to enroll.



For more information or questions, please call or email the Program office:

Office Telephone: 404.364.8376

Office email: fpp@oglethorpe.edu    

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