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The First Step to Becoming a

CERTIFIED FINANCIAL PLANNER

Starts Here at Oglethorpe University!

If you've been thinking about becoming a Certified Financial Planner,

there's no better time to start than now! 

We are currently enrolling students for our Summer 2012 classes! 

 

The next INFORMATION MEETING will be held Wednesday, May 16, 2012

To learn more about our program, please join us for an Open House on Tuesday evening, May 16 from 6:30pm - 8:00pm in Phoebe Hearst Hall in the Sheffield Suite. (Building 3 on the campus map.)  Reservations are not required, but requested. Please call Colleen D'Alessandro, Program Manager at 404-364-8376 or email at cdalessandro@oglethorpe.edu.

 

New Developments In CFP® Certification Programs

In 2012, all financial planning programs certified by theCFP® Board introduced a new Capstone Course in Financial Plan Development.  At Oglethorpe University, the addition of the Capstone Course further enhanced our ability to prepare students for both the CFP® exam and for a career as a Certified Financial Planner

At Oglethorpe University, we conrtinue to expand our career services for Financial Planning students. Through networking events, career counseling, recruitment fairs and industry panels, students can explore their career interests. The major areas include, but are not limited to investments, banking, and insurance; working independently or as a member of a large weath management firm.  Importantly, the CFP® designation provides a broad range of choices.

 

Tuition

The 2012 Tuition for the program is $4,895.00, which excludes a $100.00 non-refundable registration fee, course textbooks and supplies. Each student receives a binder of materials for each of the seven courses as part of the tuition. 

The Oglethorpe University Financial Planner Program consists of seven courses:

 

 

 

Class Schedule


Classes meet in the evening once a week from 6 p.m. until 9 p.m. Classes are scheduled Tuesdays, Wednesdays and Thursdays, depending on the cohort. Final exams are administered on Saturdays from 9 a.m. until noon.

Certificate


After successful completion of the seven courses, students receive a program certificate and a letter of completion stating they have completed the Financial Planner Program at Oglethorpe University. The letter of completion serves as the qualifying documentation for the CFP® Certification Examination.

Admission Policy


It is highly recommended (but not mandatory) that eligible candidates possess a Baccalaureate Degree and have prerequisite knowledge of finance and accounting through either academic or work experience. Admittance decisions are made by the Program Director on a case-by-case basis.  Call or email for an appointment.

 

FOR MORE INFORMATION CONTACT

 

Colleen D'Alessandro

Manager, Financial Planner Program
404.364.8376 / cdalessandro@oglethorpe.edu

fpp@oglethorpe.edu

Or stop by Goodman Hall on Oglethorpe University's Campus!

 

 

 

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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