Information Sessions
Register for a free Information Session, bring your questions, and meet with the Program Directors. Students are highly encouraged to attend an Information Session prior to their first quarter of the Program.
Who Should Attend?
- Financial Planners
- Accountants
- Investment advisors
- Stockbrokers
- Trust officers
- Attorneys
- Bankers
- Retirement or benefits specialists
- Insurance agents
The SMU Certificate Program in Financial Planning is designed primarily to train those currently employed in the financial services industry who would like to build upon their prior professional experience and expand the breadth and value of their services.
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 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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Email your comments or suggestions to the webmaster. Questions? Call 214-SMU-CPFP.