UGA’s Ph.D. program in financial planning provides students with the opportunity to focus on research and statistical analysis in the field of Financial Planning. This program expands your expertise in theory, research methods, analytical thinking, and statistical analysis. Upon completion of this concentration, graduates will be prepared to enter academia, a post-doctoral research position, or other research-based opportunities.

What the degree offers students:

The Ph.D. program is in Financial Planning, Housing, and Consumer Economics with an emphasis in Financial Planning. By having this multi-disciplined approached, student gain:

  • A focused approach to theory and research-based methodology needed to help advance the financial planning profession. 
  • The opportunity to explore the financial planning profession in depth from a theoretical and research basis with tenure-track and published UGA faculty.
  • A research-intensive experience that prepares students for academic, policy, and business positions.

You will find a variety of career opportunities for our graduates.

Time to Completion

Students typically complete the Ph.D. program in 3 to 4 years, depending on the research topic and student background. 

Course Requirements

Admission Requirements

Applicants must first be admitted by the University of Georgia Graduate School (admission requirements).

As a part of the application process, you will need to submit a Statement of Purpose. This requires that you meet one or more of the following four criteria:

  1. Have an undergraduate degree from an accredited institution in a related discipline with at least a 3.0 GPA. You must also have a minimum of 3 years of relevant work experience.
  2. Hold, in good standing, one of the following a designations:
    1. Certified Public Accountant (CPA)
    2. Chartered Life Underwriter (CLU)
    3. Certified Financial Planner® (CFP®)
    4. Chartered Financial Consultant (ChFC)
    5. Chartered Financial Analyst (CFA)
    6. Applicable FINRA licenses, or equivalent
  3. Completed a minimum of nine credits of graduate course work at a regionally accredited college or university in a related field with a 3.5 GPA or higher; or
  4. Previously earned a graduate degree in a related field.

For more information, visit How to Apply

Opportunities

The Ph.D. program in financial planning offers the opportunity to further enhance your knowledge and understanding of financial planning theory, research, and methodology.  Nearly all students who enter the program have some experience or exposure to the field of financial planning, although this is not a requirement.   

While in the program, students have the opportunity to participate in a variety of experiential learning and research activities including the ASPIRE clinic and  the Volunteer Income Tax Assistance (VITA) program. There are also a variety of research opportunities and experiences that are available when going through the program. Students are expected to present and publish research as a way to enhance research and methodological skills.

Key Faculty

Name Job Title / Department Contact

John Grable

Athletic Association Endowed Professor of Family and Consumer Sciences

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

John E. Grable holds an Athletic Association Endowed Professorship at the University of Georgia.

300 Dawson Hall
305 Sanford Dr.
Athens, GA 30602
706-542-4758

Lance Palmer

Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

205 Housing and Consumer Research Center (House C)
415 Sanford Dr.
Athens, GA 30602
706-542-4916

Swarn Chatterjee

Professor, Graduate Coordinator

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

Dr. Chatterjee's research and outreach efforts focus on improving financial capabilities of households.

201 Housing and Consumer Research Center (House C)
415 Sanford Dr.
Athens, GA 30602
706-542-4722

Kenneth John White

Assistant Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

101 Housing and Consumer Research Center (House C)
415 Sanford Dr.
Athens, GA 30602
(706) 542-9922

Kristy L. Archuleta

Associate Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

Financial Planning Research Center (House B)
407 Sanford Dr.
Athens, GA 30602

Joseph Goetz

Associate Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

105 Housing and Consumer Research Center (House C)
415 Sanford Dr.
Athens, GA 30602
706-542-2066

Sophia T Anong

Associate Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

129 Stuckey Building UGA Griffin Campus
1109 Experiment Street
Griffin, GA 30223
770-467-6086

Joan Koonce

Professor & Extension Financial Planning Specialist

Extension and Outreach, Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

230 Hoke Smith Annex
300 Carlton St.
Athens, GA 30602
706-542-4865