UGA’s Financial Planning program is ranked among the best in the country. The Financial Planning major prepares students to become client-focused professional financial planners who help individuals and families create, manage and transfer wealth efficiently. The Financial Planning undergraduate program provides you with knowledge, skills, and technical expertise to enter the marketplace as a financial planner or financial counselor. It also gives you the education requirement needed to sit for the Certified Financial Planner (CFP®) Certification Exam and/or the Accredited Financial Counselor (AFC®) exam.

Why Financial Planning at UGA?

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.

Degree Requirements

www.bulletin.uga.edu/MajorSpecific.aspx?MajorId=69

Certifications & Opportunities

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

One of the fastest growing career tracks, financial planners find employment in companies such as investment firms, banks, insurance companies, brokerage firms, and benefits and pension departments of corporation. Others are more entrepreneurial, choosing to establish their own practice.

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).

Griffin Campus

This program is also available at the Griffin campus.

Key Faculty

Name Job Title / Department Contact

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

Caleb Brown

Adjunct Faculty

Part Time Instructor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

NA Dawson Hall
305 Sanford Dr.
Athens, GA 30602
NA

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

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

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

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