Certificate Program in Financial Planning

Certificate Program in Financial Planning

For course dates, click here.

Courses listed below by number correspond to the following:

  • Fundamentals 101
  • Insurance 102
  • Investments 103
  • Retirement 104
  • Tax 105
  • Estate Planning 106
  • Capstone 107
January Entry
  • Intensive Path: Intensive, 6-week courses meet twice weekly over nine months.
  • Location: Plano
Winter Spring Summer Fall
101, 103 102, 104 105, 106 107
Exam Review (Oct)
CFP® Exam (Nov)
April Entry
  • Pacesetter Path: Two courses per quarter meet weekly over 12 months.
  • Location: Dallas
Spring Summer Fall Winter  
101, 103 102, 104 105 106, 107 Exam Review (June)
CFP® Exam (July)
  • Traditional Path: One course per quarter meets weekly over 12 months.
  • Location: Dallas
Spring Summer Fall Winter Spring Summer Fall Winter
101 102 103 104 105 106 107 Exam Review (Feb)

CFP® Exam (Mar)
September Entry
  • Pacesetter Path: Two courses per quarter meet weekly over 12 months.
  • Location: Dallas
Fall Winter Spring Summer  
101, 103 102, 104 105 106, 107 Exam Review (Oct)
CFP® Exam (Nov)
  • Traditional Path: One course per quarter meets weekly over 12 months.
  • Location: Dallas
Fall Winter Spring Summer Fall Winter Spring Summer
101 102 103 104 105 106 107 Exam Review (Oct)

CFP® Exam (Nov)

 

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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