This concentration develops your expertise in:

  • Creating, managing, transferring wealth
  • Tax matters
  • Teaching personal finance
  • Investment principles
  • Research methods

Upon completion of this concentration you will be prepared to sit for the Certified Financial PlannerTM examination.

How to Apply Course Requirements 

Timetable

You may completing your Ph.D. requirements in 3-4 years by following this timetable.

  1. Form your advisory committee (2nd term)

  2. Develop a preliminary Program of Study (2nd term)

  3. Notify the graduate coordinator that you are ready for comprehensive exams (3rd term)

  4. Finalize your official Program of Study (4th term)

  5. Pass your written comprehensive exam (4th term)

  6. Pass your oral comprehensive exam (5th term)

  7. Apply for admission to candidacy (5th term)

  8. Apply for graduation (6th term)

  9. Have your dissertation proposal approved by your major professor (7th term)

  10. Have your dissertation proposal approved by your advisory committee (7th term)

  11. Complete/document your research, training and service requirements (7th term)

  12. Obtain signatures on your dissertation approval form (7th term)

  13. Defend your dissertation (7th term)

  14. Obtain final approval of your dissertation from major professor (7th term)

  15. Submit the abstract of your dissertation to the Department (8th term)

  16. Provide a final bound copy of your dissertation to the Department (8th term)


The University of Georgia does not certify individuals to use the CFP®, Certified Financial Planner™ and marks. CFP® certification is granted solely by 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 ethics, experience and examination requirements.