Financial Planner Program
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: Fundamentals of Financial Planning, Retirement Planning, Insurance Planning, and Estate Planning.
March Class Offerings: Fundamentals of Financial Planning, Investment Planning, Tax Planning (April), and last Abbreviated Capstone (Optional).
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.
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.
For more information or questions, please call or email the program office:
Office Telephone: 404.364.8376
Office email: email@example.com