Emory Financial Planning Certificate Program

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Financial planning is one of the fastest growing industries in the U.S. and is expected to continue to grow at above-average rates through at least 2014. Among financial service professionals, the Certified Financial Planner® certification is the most highly recognized and respected certification. The certificate is particularly appealing to those considering a career path as a stockbroker, tax preparer, insurance agent, real estate professional, bank and trust officer, financial planner, accountant, attorney, and those interested in entering the financial services field.

Our Financial Planning Program at a glance…

The Emory Financial Planning Certificate Program provides financial planning professionals with the skills, training, and knowledge to succeed in the financial planning industry, as well as the educational requirement needed to sit for the CFP® Certification Examination. Our program's schedule allows you to complete your studies in approximately 9 months, while maintaining a full-time job. The program curriculum includes: personal financial planning, retirement planning, estate planning, tax planning, insurance, and investments, and focuses on all 89 subtopics necessary to successfully pass the CFP® Exam.

We encourage you to compare our curriculum with other schools and share it with practicing financial professionals.

Financial Planning resource materials including textbooks, reference books, and website support are provided for participants progressing through this challenging certification. These resources are all included in the cost of the program. There are no extra costs or hidden fees.

Learn more about our financial planning program here...

Five reasons to earn your Financial Planning Certificate at Emory!

76% of our graduates pass the national CFP Exam on their first attempt, compared with the national average of 60%.
Our executive, alternating weekend format allows you to complete our program in approximately 9 months...without interrupting your life.
Emory is the only top 20 university in Georgia, as ranked by US News and World Report. An Emory certificate paired with the CFP® credential makes a powerful combination.
You might expect Emory’s world class education to be expensive, but our simple fixed fee structure is surprisingly affordable for individuals and employers.
All our instructors are practicing Certified Financial Planners® with proven teaching abilities and superior subject matter knowledge.

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Certified Financial Planner Certificate

Graduate spotlight

"I’m a CFP. I’m in business. I have more than 20 clients. I thank the CFP program and especially the instructors of the program for getting me started..." Read more

Tom Nardozzi, Owner of Perpetual Wealth Advisors, LLC, graduated from the Emory Financial Planning Certificate Program in 2007.

Framed certificate

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.