New! Intensive, nine-month CFP® education program at SMU-in-Plano
January 19–September 14, 2010
Designed for those working in the financial industry or with financial experience, this intensive nine-month program held at SMU-in-Plano offers a convenient weeknight/weekend schedule and a fast-paced curriculum to help you attain this prestigious designation sooner!
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.
Course Schedule
- January 19–September 14, 2010
- Tuesdays 6–9 p.m. and every other Saturday 8 a.m.–3 p.m.
- Begin the program in January and be finished with the CFP Board educational requirement in time to sit for the November 2010 CFP® Certification Examination.
Get Started!
- Register for a free information session at SMU-in-Plano on November 17 at 6 p.m.
- Meet program instructors.
- View prerequisites and course fees.
- Complete the program application.
- Register for class online, via phone or fax, after submitting an application.
Program features
- Nine-month accelerated program (January through September) makes it possible for students to complete their studies in less than one year.
- Instructors are experienced practitioners in the financial planning field.
- Convenient weeknight/weekend schedule makes it easy for professionals to participate.
- Courses are taught in succession, not simultaneously, providing optimal subject focus and concentration.
- Students learn strategies for review and retention.
- The program concludes with a case studies course emphasizing practical application. Students complete the SMU program having seen, analyzed and put together a financial plan.
- Curriculum fulfills the educational requirements for application to sit for the CFP® Certification Examination.
Prerequisite
Students must have a four-year degree before enrolling in the program. The Certified Financial Planner Board of Standards, Inc. (CFP Board) requires individuals to have an undergraduate degree prior to obtaining CFP® certification. No particular major or emphasis is required.
Costs
- Program fee: $4,295 plus cost of textbooks.
- Early registration fee: $3,995 if received by January 5, 2010.
- TSCPA member fee: $3,895 plus cost of textbooks.
- One-time, non-refundable application fee: $50
- For a $100 surcharge, students can divide the tuition into two payments using a promissory note. If you are interested in this payment option, call 214-768-2273.
- Groups of three or more from one organization may be eligible for a group discount. Please call 214-768-2273 to discuss your organization's needs.
Continuing Education
- SMU is registered with the Texas State Board of Public Accountants as a CPE sponsor; sponsor ID# is 541. TSCPA CPE Foundation, Inc., is a co-sponsor. Each module in the SMU CFP in Plano program hosts 3.6 CEUs (seven modules in total).
- For Insurance Agents: SMU is a registered provide of CE units for the Texas Department of Insurance.
Register now to secure your seat!
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.