Estate Planning (Certified Financial Planner Certification Course)

Terry College of Business

How long?

  • 4 days
  • blended

What are the topics?

Terry College of Business


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Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

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About the course

Unlike other programs in Atlanta, University of Georgia offers a blended course format which melds traditional classroom education with the convenience of an online experience. The 12-month program meets face-to-face one night a week every other week and is supplemented with online classes to cover all personal finance essentials. This robust format allows you to complete the educational requirements mandated to sit for your CFP® exam faster than any other program currently offered.

Understanding that a complete online learning format is not the right fit for every learner, University of Georgia’s CFP® blended program features a highly engaging online component that complements the instructor led courses. The controlled pace of the program allows for built-in accountability.

The program includes six academic courses

Fundamentals of Financial Planning and Insurance

You will be introduced to the theory and practice of financial planning. Gain an overview of the financial planning process and receive guidance for managing a client’s risks while achieving goals through savings and investments.

Investment Planning

Learn how to determine a client’s risk tolerance and select appropriate assets based on the assessed risk tolerance and the client’s goals.

Income Tax Planning

Focusing on the taxation of individuals, sole proprietorships, C-corporations, S-corporations, partnerships, and LLCs, this course provides you with detailed coverage of gross income inclusions and exclusions, deductions before and after adjusted gross income, and tax credits.

Retirement Planning

This course covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one’s retirement.

Estate Planning

You will explore the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer.


The program concludes with a Capstone/Case Study that helps students integrate their knowledge of financial planning subject areas and prepares them to take the CFP® exam. Developing a complete financial plan for a fictional client is a highlight of the Capstone module, preparing students through a simulated learning experience in much the same way as student teaching prepares those in the field of education.

Who will benefit


  • A professional in the brokerage, insurance, accounting, banking, or related industry wanting to develop the skills and knowledge needed to become a financial advisor
  • A graduate of a four-year degree in finance or a related field
  • Anyone interested in taking the National CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination
  • Students will be able to sit for the CFP® Board exam
  • Students will have met high professional standards and will adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients
  • Earn a certificate of completion from the University of Georgia


Bruce Starks

Bruce Starks is Faculty Director, Senior Instructor and Curriculum Developer at Greene Consulting Associates and is Founder and Lead Instructor in the Starks CFP® Examination Review in Atlanta. Manager of Learning Programs Greene Consulting Associates, LLC Lead the firm's national instructor-l...

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Estate Planning (Certified Financial Planner Certification Course) at Terry College of Business

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.