Emory’s Corporate Partners

Employees of the following companies are eligible for a corporate discount for the Emory Financial Planning Certificate Program. If your organization is interested in becoming a Corporate Partner, please email Jennifer John at jjohn@emory.edu.

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | R | S | T | U | V | W

A
A.G Edwards
Advest Group, Inc.
AIG Financial Advisors
AIG SunAmerica
AIG Valic
Albion Financial Group
Allmerica Financial
Allstate Insurance Company
Ameriprise Financial
Ameritrade Advisor Services
Aon Corporation
AXA Advisors, LLC

B
Bank of America
Bear Stearns Securities Corp.

C
Centara Capital Management Group
Charles Schwab Institutional
Chase/JP Morgan Chase & Comp.
Citigroup/Citibank
Citizens Bank/Citizen Investments
Columbia Management Group
Commonwealth Financial Network

D
DTCC

E
Edward Jones Investments
Evans Financial Planning

F
Family Financial Partners
Fidelity Investments
First Allied
First Command Financial Planning
FISERV, Inc.

G
Generational Wealth Partners, LLC

H
The Hartford
H&R Block
HSBC

I
ING
Integrity Brokerage Services, Inc.
Investors Bank & Trust
Investors Capital

J
Janus Funds
John Hancock & Affiliates
JPMorgan Chase & Co.

K
Key Bank

L
Lesko Securities, Inc.
Lincoln Financial Advisors
Linsco/Private Ledger Financial Services

M
MassMutual Financial Group
MCS Financial Advisors
Mellon Financial Corporation
Merrill Corp.
Merrill Lynch
Metlife
Morgan Keegan
Morgan Stanley
Mutual of Omaha

N
National Quality Review
Northern Trust Bank

O
Oppenheimer & Co.

P
PricewaterhouseCoopers
Primerica Financial Services
Principal Financial Group
Prudential Financial
Putnam Investments

R
Raymond James Financial Services Inc.
Ronald Blue & Co.

S
Securities America
Smith Barney
Sun Life Financial
Suntrust Bank

T
T. Rowe Price Investment Services, Inc.
TD Waterhouse Institutional Services

U
UBS
Unified Financial Services
United Services Automobile Association

V
Vanguard

W
Wachovia Securities Financial Network
Washington Mutual Financial Services
Wealthcare Capital Management
Webster Investment Services
Wells Fargo
Wells Real Estate Funds

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Emory University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Emory University is a CFP Board approved educational institution providing the instruction leading up to the CFP® Certification Examination. It does not determine individuals eligibility, qualification, or any other condition required to acquiring and maintaining the CFP® Certification. Emory University is not responsible for information beyond the education program it offers. Individuals must contact CFP Board at http://www.cfp.net for all matters regarding the acquiring and maintaining of the CFP® Certification.