Tom Tillery teaching at the Univ of Georgia, Terry College of Business Jan 6, 9 and 13

Jan. 11, 2010 - PRLog -- Thomas N. Tillery, a national instructor for CFP® Certification Reviews, will be teaching the CFP® Capstone Review Course at The University of Georgia, Terry College of Business. The class will take place Wednesday, January 6th, Saturday, January 9th and Wednesday, January 13th. Students taking this course will be exposed to case analysis and integration of the six major areas of personal financial planning (Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning and Estate Planning). The course information will be presented through 2 comprehensive case studies.

For additional information about the course, contact Lesli Terrell-Payne, Director of the CFP® Program and Assistant Director of Certificate Programs, Executive Programs, Terry College of Business, The University of Georgia. (404) 842-4829 or ltpayne@terry.uga.edu.

Thomas N. Tillery is the Vice President of Paraklete Financial, Inc. and serves as the firm’s Chief Compliance Officer. Mr. Tillery has more than 20 years of experience in financial planning, insurance, investments, philanthropy and tax planning.

Mr. Tillery has earned a master’s degree in Financial Services from The American College, and also holds a master’s degree in Christian Education from The Southern Baptist Theological Seminary. He holds the professional designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Chartered Retirement Planning Consulor (CRPC) (SM).

Mr. Tillery is a member of the National Association of Personal Financial Advisors (NAPFA), the Society of Financial Service Professionals, the Atlanta Estate Planning Council, and the Financial Planning Association. Tom has been a provider of Continuing Education for attorneys (CLE), accountants (CPE), and investment and insurance professionals.

He is an instructor at the Terry College of Business, University of Georgia Executive Programs and is a national instructor for CFP® Certification Examination Reviews. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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Paraklete Financial, Inc. ™ is a fee-only financial planning firm. PFI ™ manages no assets and sells no products. PFI provides financial planning services for individuals, businesses, charities, estates, and trusts.