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Click to return to Boot Camp for CFP Certification front page
The University of Georgia College of Family and Consumer Sciences, in conjunction with Cannon Financial Institute, is proud to offer a Family Financial Planning Professional Certificate. This certificate program satisfies the educational requirements necessary for you to sit for the CFP® Certification Exam. Register for courses.
Who Should Attend
- Accountants
- Attorneys
- Bankers
- Insurance Agents
- Stockbrokers
- Financial Planners
- Financial Advisors
- Portfolio Managers
- Wealth Managers
- Family Office Executives
- Trust Officers
- Estate Planners
Key Benefits
- Market to new clients
- Be a fiduciary to new clients
- Stay current or ahead of changes
- Be competitive with peers
- Stay abreast of regulation and the bureaucracy of compliance and standards
- Enhanced compensation
- Provide valuable service to clients
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Table of Contents
Description
The CFP® certification has become one of the most recognized and respected credentials in the financial services industry. In fact, CFP® professionals gain such a significant competitive advantage that many advisors are willing to spend up to five years completing the education required to sit for the CFP® Certification Examination.
The Financial Planning Certificate program developed by the University of Georgia and Cannon Financial Institute, Inc. provides twelve months of intense CFP® education through intense classroom instruction throughout the year.
Comprised of five 5-day courses (40 hours each), one for each module, and one 6-day course (48 hours) for the review course for the CFP® Certification Exam.
The courses follow the Cannon Schools format: arrive Sunday for orientation, classes Monday – Friday (8-5), test on Saturday (AM). Taking courses in order is not required, but is recommended.
Course Schedules
Registration
To register for courses, contact
Lisa Dunlavy,
ldunlavy@cannonfinancial.com, 706-353-3346
Myrtle Beach - $3,225, includes registration, tuition, lodging, and meals. Northern Illinios University - $1,500, lodging and meals not included. All other locations - $2,795, includes registration, tuition, lodging, and meals.
In addition to study guides, textbooks are required for each course. You will find these textbooks listed below with each relevant course. Students may purchase the Study Guides and textbooks through the College for Financial Planning.
Students must register and order class materials at least 60 days prior to the start of each class. Applicable reading assignments and quizzes must be completed before attending class.
The financial planning certificate offered by the University of Georgia in conjunction with Cannon Financial Institute satisfies the Certified Financial Planner Board of Standards, Inc. (CFP Board) educational requirement for CFP® certification. After successfully completing the program, you will be eligible to sit for the CFP® Certification Examination.
Bachelor’s Degree Requirement: The CFP Board requires that applicants, in addition to meeting other existing requirements, possess an accredited undergraduate degree in order to be considered for CFP® certification. Please contact the Certified Financial Planner Board of Standards, Inc., for further information.
woman smiling
Required Textbooks: Chandler, Darlene K., et. al., Risk Management for Financial Planners (current edition), The National Underwriter Company. Leimberg, Stephan R., et. al., Tools & Techniques of Life Insurance Planning (current edition), The National Underwriter Company.
Required Textbook: Investments: An Introduction (current edition), Mayo, Chicago: Thomson South-Western.
Required Textbook: Hoffman, William H. Jr., James E. Smith, Eugene Willis, West Federal Taxation Individual Income Taxes (current edition), Thomson South-Western.
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Required Textbooks: Michael A. Dalton, Retirement Planning & Employee Benefits for Financial Planners (current edition), ME (Money Education). Minor, Deborah, Editor, Tax Facts on Insurance & Employee Benefits (current edition), NULaw Services, a department of National Underwriter.
Required Textbook: Dalton, Michael A., Estate Planning for Financial Planners (current edition), ME (Money Education).
After completing all five exam courses, you may request to receive the Review Course for the CFP® Examination. The content in this course contains detailed review of material covered in previous courses as well as extensive sample questions divided among the five program topic areas. This course also includes all test questions released to date by the CFP® Board, so you can get a feel for the structure, presentation, and nature of questions included in past CFP® Certification Examinations. Please note that these questions are provided only to familiarize you with the format of the exam; they should not be interpreted as a preview of actual exam questions. Course materials and descriptions copyright © 2007, College for Financial Planning, www.cffp.edu. All rights reserved.
Lance Palmer
lpalmer@fcs.uga.edu
706-542-4916
Lisa Dunlavy
ldunlavy@cannonfinancial.com
706-353-3346
Important Links
Duane E. Lee, II
Duane E. Lee, II
President & Chief Financial Officer
Cannon Financial Institute
Athens, Georgia
Fran M. DeMaris
Fran M. DeMaris
Executive Vice President
Cannon Financial Institute
Champaign, IL
Lawrence T. Divers
Lawrence T. Divers
Executive Vice President
Cannon Financial Institute
Athens, Georgia
Donna Gardner Schumell
Donna Gardner Schumell
Executive Vice President
Cannon Financial Institute
Milwaukee, WI
Matthew Eby
Matthew C. Eby
President
Nth Degree Financial Solutions
Chicago, IL.
lance palmer
Dr. Lance Palmer
Assistant Professor
Family Financial Planning Program
College of Family and Consumer Sciences
University of Georgia
joseph goetz
Dr. Joseph Goetz
Assistant Professor
Family Financial Planning Program
College of Family and Consumer Sciences
University of Georgia
Swarn Chatterjee
Dr. Swarn Chatterjee
Assistant Professor
Family Financial Planning Program
College of Family and Consumer Sciences
University of Georgia
According to the CFP® Board of Standards, Inc., academic degrees and credentials that fulfill the educational requirements to take the certification exam are:
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, and CFP (with flame design)® in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.
The University of Georgia does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ marks. CFP certification is granted solely by the Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met bachelor’s degree, ethics, experience, and examination requirements.
The University of Georgia has partnered with Cannon Financial Institute to provide classroom delivery of the University of Georgia’s Family Financial Planning Professional Certificate Program. Cannon Financial Institute is not registered or affiliated with CFP Board.
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