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.

• Financial Planning & Insurance
• Investment Planning
• Income Tax Planning
• Retirement Planning
• Estate Planning

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.

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.

• Call the College for Financial Planning at 1-800-237-9990 Option #2
• Identify yourself as CFI/UGA Boot Camp attendee to receive special pricing

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.

Financial Planning & Insurance

• Introduction to the Financial Planning Process
• Regulatory & Ethical Considerations for Financial Planners
• Introduction to the Time Value of Money
• Introduction to the Insurance Industry
• Introduction to Risk Management & Related Legal Issues
• Introduction to Life Insurance & Annuities
• The Life Insurance Selection Process
• Health Care Plans
• Disability Income & Long-Term Care Insurance
• Property & Liability Insurance

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.

Investment Planning

• Security Markets
• The Economic Environment
• Investment Risk & Return
• Security Analysis
• Common Stock Valuation & Performance Measurement
• Features of Fixed-Income Securities
• Valuation & Analysis of Fixed-Income Investments
• Derivatives
• Real Assets
• Mutual Funds & Foreign Investments

Required Textbook: Investments: An Introduction (current edition), Mayo, Chicago: Thomson South-Western.

Income Tax Planning

• Income Tax Concepts, Basic Terminology & Tax Calculations
• Tax Accounting & Forms of Business
• Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
• Income Tax Aspects of the Disposition of Property
• Passive Activity Losses & Related Topics
• Income Tax Aspects of Securities
• Tax Planning for the Family
• Tax Law Research & Special Income Tax Considerations

Required Textbook: Hoffman, William H. Jr., James E. Smith, Eugene Willis, West Federal Taxation Individual Income Taxes (current edition), Thomson South-Western.

Retirement Planning

• Planning for Retirement
• Introduction to Retirement Plans
• Defined Contribution Plans for the Private Sector
• Defined Benefit Plans for the Private Sector
• Retirement Plans for Nonprofit & Governmental Entities
• Plan Design, Installation & Administration Issues
• Retirement Plan Distributions
• Other Employee Group Benefits

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.

Estate Planning

• Estate Planning Process & Goals
• Methods of Estate Transfer at Death
• The Federal Estate Tax
• The Federal Gift Tax
• Methods of Estate Transfer During Life
• Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
• Estate Liquidity & Postmortem Actions
• Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries

Required Textbook: Dalton, Michael A., Estate Planning for Financial Planners (current edition), ME (Money Education).

CFP® Live Exam Review Course

According to the CFP® Board of Standards, Inc., academic degrees and credentials that fulfill the educational requirements to take the certification exam are:

• Certified Public Accountant (CPA) - inactive license acceptable
• Licensed Attorney - inactive license acceptable
• Chartered Financial Analyst (CFA)
• Doctor of Business Administration
• Chartered Financial Consultant (ChFC)
• Ph.D. in business or economics
• Chartered Life Underwriter (CLU)

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.