Learn more about our programThe Emory Financial Planning Certificate Program is a non-credit certificate program designed to advance the financial skills and career options of professionals in the financial services industry and to help graduates meet the educational requirement to sit for the Comprehensive CFP® Certification Examination. Admission into the program requires a four year undergraduate degree. This ensures that all of our financial planning graduates are not only qualified for employment but also prepared for the level of training we offer here at Emory. Who should enroll?Our Financial Planning Certificate Program will advance the financial skills and careers of many professionals in the financial industry, including the following:
What is unique about the Emory Financial Planning Certificate?
The Emory University differenceIn an increasingly competitive field, an Emory education can help to set you apart. Emory University is the only top 20 university in Georgia, as ranked by US News & World Report in 2006. Successful graduates from our program earn an Emory Financial Planning Certificate and receive an Emory University Certificate to mount in their offices. Both potential clients and employers understand the challenge that an Emory education represents and recognize the elite status granted to Emory University graduates. Our experienced, certified financial planning instructorsAt Emory, we only hire instructors who have demonstrated both excellent teaching abilities and superior knowledge of the subject matter. All of our instructors have achieved the prestigious CFP® certification and have practical expertise in their respective fields. Click here to meet our instructors! Our focus on practical applicationsOur financial planning program is registered with the CFP Board, meaning that successful completion of our program qualifies enrollees to sit for the Comprehensive CFP® Certification Examination. Our program, however, is not designed as a simple "test prep" course. We broaden and develop participants' knowledge so that graduates can deliver complex financial planning services to all types of clients. Our program utilizes case studies and realistic examples to develop expert skills that will serve financial planners well in their careers and help them build strong client relationships. Our elite advisory boardFew financial planning programs in the country can boast of a more prestigious advisory board. Our membership includes representatives from Ameriprise, Goldman Sachs, Morgan Stanley, Merrill Lynch, and the Past-President of the Financial Planning Association of Georgia. These industry leaders in financial planning have helped craft an educational program that provides the foundation for graduates to also become leaders in the financial services industry. Our curriculum, which incorporates classroom study with online supportOur financial planning program curriculum combines classroom, online and independent study to provide a unique educational experience. Click here to learn more about our comprehensive curriculum.
Learn more about the structure of the Emory Financial Planning Certificate program!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Emory University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered 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. Emory University is a CFP Board approved educational institution providing the instruction leading up to the CFP® Certification Examination. It does not determine individuals eligibility, qualification, or any other condition required to acquiring and maintaining the CFP® Certification. Emory University is not responsible for information beyond the education program it offers. Individuals must contact CFP Board at http://www.cfp.net for all matters regarding the acquiring and maintaining of the CFP® Certification. |
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FAQsAll frequently asked questionsDo you maintain official course records?Do you offer review courses?How much study time outside of class should I expect?Do you assist in job placement after I graduate?
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