Course Schedules
Students are strongly encouraged to take courses in numerical order, however, Fundamentals of Financial Planning 101 is required as the first course.
Please note that courses are offered on a specific rotation.
Fall/Spring terms:
- Fundamentals of Financial Planning 101
- Investments 103
- Tax Planning 105
- Financial Planning Strategies & Case Study (Capstone)* 107
Winter/Summer terms:
- Insurance and Risk Management 102
- Retirement Planning & Employee Benefits 104
- Estate Planning 106
- Financial Planning Strategies & Case Study (Capstone)* 107
*Capstone will be offered each term as needed, based on demand.
For course dates, click here.
Traditional Path
| Entry Term Fall |
Winter | Spring | Summer | Fall | Winter | Spring | October | November |
| Fundamentals 101 | Insurance 102 | Investments 103 | Retirement 104 | Tax 105 | Estate Planning 106 | Capstone 107 | SMU Review | CFP® Board Exam |
| Entry Term Spring |
Summer | Fall | Winter | Spring | Summer | Fall | February | March |
| Fundamentals 101 | Insurance 102 | Investments 103 | Retirement 104 | Tax 105 | Estate Planning 106 | Capstone 107 | SMU Review | CFP® Board Exam |
Pacesetter Path
| Entry
Term Fall |
Winter | Spring | Summer | October | November |
| Fundamentals 101 & Investments 103 | Insurance 102 & Retirement 104 | Tax 105 | Estate Planning 106 & Capstone 107 | SMU Review | CFP® Board Exam |
| Entry
Term Spring |
Summer | Fall | Winter | June | july |
| Fundamentals 101 & Investments 103 | Insurance 102 & Retirement 104 | Tax 105 | Estate Planning 106 & Capstone 107 | SMU Review | CFP® Board Exam |
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.