Practice Management

A distinct advantage of this program is the partnership of the two entities involved. With the University of Georgia, you have one of the premier educational institutions in the United States, which means you can be certain of the quality of the content. And with Greene Consulting, you have a leader for over 30 years in the financial services consulting industry. This provides students the opportunity to not only prepare for the CFP Board exam, but also learn valuable skills that can be applied to their real-world interactions with clients.

Every CFP Board certified program will claim they provide the best educational experience possible, but this is the ONLY PROGRAM that can go beyond the Board exam and teach you the skills you need to be a better, more productive advisor.

A distinguishing feature of the University of Georgia – Greene Consulting partnership is the ability to go beyond what you need to know for the CFP Board exam to what you need to know when you are face-to-face with clients. To help our students bridge that gap, included in every enrollment is access to our Practice Management Resources, which is divided into two sections – Practical Application and Skill Enhancement.