Certificate Program in Financial Planning

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Certificate Program in Financial Planning

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SMU and CFP® Certification: Plan to Succeed

March 2008 Graduation Ceremony (click to enlarge)

Take Note
In comparison to the national pass rate of 60%, 83% of SMU Certificate Program in Financial Planning graduates passed the November 2007 CFP® Certification Examination.
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The SMU Certificate Program in Financial Planning combines expert Instructors, CFP-Board registered curriculum, flexible course schedules, and a "Pacesetter Path" to provide the premier Financial Planning educational program in North Texas. In less than one year, complete the required coursework towards obtaining the prestigious CFP® certification, and earn a certificate in Financial Planning from SMU.

Welcome To SMU

Strengthen Your Professional Networth

Market research indicates that the financial planning field is one of the fastest growing professions in America. In fact, for several years now, Jobs Rated Almanac has named financial planning as one of the top-rated jobs in America. The U.S. Bureau of Labor Statistics predicts faster-than-average growth for financial planners through 2010, as a better-educated, wealthier and longer-living population requires more investment advice and financial guidance. Click here to learn more.

Get Started!

  • Choose a starting date. Students may join the SMU Program in April or September.
  • Choose a track. Students may elect to take one course per quarter, on the Traditional Path, or take 2 courses per quarter on the Pacesetter Path.  For an overview of the course tracks and information about the Pacesetter Path discount, click here.
  • Enroll in an Information Session.  Offered throughout the year, these 2-hour sessions are packed with information about the SMU Program and the CFP® certification process.
  • Complete the Program Application. Click here to download the SMU Program Application.
  • Register for class.  Students may enroll online, via phone, or via fax. Traditional Track students begin the program with Course 101; Pacesetter Path students begin with 101 and 103.

Register

Register now to secure your place, and qualify for an "early registration" discount!

Register now

CFP Review Course

Click here to learn more about how our partnership with Kaplan Financial provides SMU students with the lowest discounted rate to the best review course--in town or online!

 


Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

SMU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP (with flame logo). CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

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