Undergraduate

Ranked among the best in the country, the UGA Financial Planning undergraduate program provides you with knowledge, skills, and technical expertise to enter the marketplace as a financial planner or financial counselor.

Why Financial Planning at UGA?

Degree Requirements

See the program of study below for a bachelor's degree in financial planning from UGA. For further questions, please contact Christie Sanders at 706-542-4847 or clws@uga.edu.

Download the Program of Study

Certifications & Opportunities

UGA’s Financial Planning Program is registered with the Certified Financial Planner Board of Standards, Inc., the Association of Financial Counseling and Planning Education, and the International Foundation for Retirement Education (InFRE). Graduates are eligible to sit for the Certified Financial Planner (CFP®), Accredited Financial Counselor (AFC®), and the Certified Retirement Counselor (CRC®) examinations upon completion of the program.

While in the program, students can have the opportunity to participate in a variety of experiential learning research including the ASPIRE Clinic and Volunteer Income Tax Assistance (VITA).  

afcpe logo   cfp logoinFRE logo

Time to Completion

Many of our students complete their undergraduate degree in four years.

We also offer the Double Dawgs option for undergraduates who are looking to work toward their master's degree ahead of schedule.

Faculty Members

Swarn Chatterjee

Swarn Chatterjee

Department Head

Effie Antonoudi

Effie Antonoudi

Faculty/Undergrad Coordinator

Kristy Archuleta

Kristy Archuleta

Professor

Joseph Goetz

Joseph Goetz

Professor

John Grable

John Grable

Professor

Lance Palmer

Lance Palmer

Professor

Lu Fan

Lu Fan

Asst. Professor

Kimberly Watkins

Kimberly Watkins

Asst. Professor

Narang Park

Narang Park

Lecturer

Michael Thomas

Michael Thomas

Lecturer

James Pasztor

James Pasztor

Part-Time Lecturer

Caleb Brown

Caleb Brown

Part-Time Instructor

Ben Jacobs-Nichelson

Ben Jacobs-Nichelson

Part-Time Instructor

Mary Beth Carlson

Mary Beth Carlson

Adjunct Faculty

Meet a Student: Josh

I chose financial planning because it merges my enthusiasm for helping individuals lead meaningful lives with my passion for financial knowledge. Being able to make a lasting and continuous impact on families’ financial lives excites me, and I believe a lot of people can benefit from the work of a financial planner.

Josh Brumbach - Spring '23 graduate
Josh Brumbach
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