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Terry College of Business

Investment Planning (Certified Financial Planner Certification Course)

Available dates

Dec 3, 2019—Jan 28, 2020
4 daysModules info
Atlanta, Georgia, United States
USD 995
USD 248 per day

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About the course

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

Takeaways

  • 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

Trust the experts

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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UGA Terry College of Business Executive Programs: Certified Financial Planner

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