What is Financial Planning? At the University of Georgia, Financial Planning is an interdisciplinary field of study with the objective to assist individuals in achieving a life of fulfillment.

Financial Planning is...

...A science

What drives financial decision making? What elements of your life have the greatest impact on how you plan for your future? How can we use investments, retirement benefits, estate planning, and tax planning to predict financial success?

...An art

Financial planning relies on communication, intuition, and expertise to create comprehensive financial plans for clients. Like a work of art, financial plans can evolve and take on new meaning as time progresses.

...A business

Financial Planning provides structure, stability, management, and most of all, profitability of a business – all while building and managing strong client relationships. Financial Planning provides opportunities to work anywhere on a spectrum from large advisory firms to solo entrepreneurial endeavors.

...A service

The best financial planners are the ones who live to help others. This altruistic profession is intrinsically rewarding for those who enjoy seeing others achieve their financial goals.

The University of Georgia is consistently recognized among top talent providers for firms and teams that offer comprehensive service models and a professional career path.

Want help managing your own finances?

FHCE3200, our non-major undergraduate class, is the perfect introductory course designed to help you form good financial habits, avoid financial traps, and give you the tools to make wise decisions across all areas of your financial life.  You will learn how to balance spending in areas that are most likely to provide happiness with saving toward financial independence.

Contact Diane Costyn to see how this class can fit into your plan.

Want to help others manage their finances?

The following are electives being offered in the Fall. 

Contact Diane Costyn to see how these classes can fit into your plan.

*Denotes courses that can be counted toward both Bachelor’s and Master’s degree requirements per the new university policy.

† Denotes a course only available to students with a minimum of 6 credits hours in other Financial Planning courses.

This is the introductory course in Financial Planning.  It provides an overview of the remaining courses in the curriculum and introduces students to the various business models in the profession.  Areas covered in greater depth include in Cash Management, Education Planning, and Professional Ethics.

An introduction to the Financial Planning curriculum and an opportunity to learn more about family financial decision making over the life cycle. Topics covered include an introduction to Cash Management, Insurance, Education Planning, Professional Ethics, and others.

The introductory course in wealth management. Study of the securities market; investment risk and return; features of stocks, bonds, mutual funds, real estate, and other speculative investments and security valuation; performance measurement; and analysis.

Become familiar with the basics of wealth management and analysis. Study topics including investment risk and return, features of stocks, bonds, mutual funds, and real estate, and the securities market as a whole.

With an introduction to current tax laws, students will learn how tax planning strategies are affected by legislation, and how to manage tax liability through proper financial planning.

This course focuses on advanced methods of property transfer, minimization of estate/trust income taxes, *planning strategies appropriate for closely-held businesses, and implications of public policy on estate planning.

Learn the best practices in assisting individuals and families with their financial goals and challenges with a focus on behavioral economics. This class offers the opportunity to assist real clients in the Athens-area, and for this reason is not advisable without taking at least 6 hours of Financial Planning courses concurrently or previously.

If you’re not sure about taking a graduate level course just yet but would like to try out a major course at the undergraduate level, this course is a great option.  It is the undergraduate version of FHCE 8200 and provides a similar overview *of financial planning concepts.

Double Dawgs

The University of Georgia recently approved a policy allowing undergraduate students to take 12 graduate credits that can count toward both their Bachelor’s and Master’s degree. Current plans are being developed for Bachelor’s degrees in Psychology, Biology, and Social Work, with more to come.

Learn about how you can work toward your Master’s in Financial Planning and become a Double Dawg!

Current Jobs

For additional job opportunities, search for openings with NAPFA and New Planner Recruiting.