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  Financial Planner Program - Prospective Students

 

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Thank you for your interest in Oglethorpe University's Financial Planner Program. Whether you are seeking to enhance your current career, or searching for a complete career change, our Financial Planner Program provides the knowledge and specific skills that will contribute to your future in financial planning.

Once students have successfully completed our program, they will have satisfied the educational program requirement to be eligible to sit for the CFP® Certification Examination. The exam is administered by the CFP Board three times a year in March, July and November

Program Tuition and Payment Options

Option 1 - Pay Tuition in full: $4,800 plus $100 registration fee (Total of $4,900)

Alumni & Early enrollment Tuition: $4,600 (Registration fee waived, contact Program Manager for eligibility details)

Option 2 - Pay Per Course: $800 for seven courses plus $100 registration fee (Total of $5,700)

 

Approved Funding Options

GI Bill benefits for eligible members and spouses of the U.S. Armed Forces.

Workforce Investment Act (WIA) Please visit the WIA website for details on where to find an office and contact in your area.

 

 

Oglethorpe University's Financial Planner Program is a Non-Credit Certificate Program, thusly is ineligible for traditional financial aid (e.g. Pell Grant, Stafford Loan, and the Hope Grant). Additionally, Oglethorpe University does not issue form 1098-T to students.

 

For more information or questions, please call or email Alan Ladd, Manager of Certificate Programs:
Office Telephone: 404.364.8376
Office email: aladd@oglethorpe.edu

 

CFP®, Certified Financial Planner™, and marks are certified 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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