Certificate Program in Financial Planning

Certificate Program in Financial Planning

Upcoming Course Dates

Registration is now open for Winter Term 2010.  Click here to enroll! 

Terms:      Fall 2009 (09/28/09 - 12/10/09)

                Winter 2010 (01/11/10 - 03/25/10)

                Spring 2010 (04/05/10 - 06/17/10)

                Summer 2010 (07/05/10- 09/16/10)

                Fall 2010 (09/27/10 - 12/09/10)

 

           

Fall Term 2009 (Top)

Courses offered this term

Monday Tuesday Wednesday Thursday
Fundamentals (101A), Tax (105) Fundamentals (101B) Investments (103A), Capstone (107)* Investments (103B)

Term dates

Monday, September 28 First week of class
Wednesday and Thursday, November 25–26 University Holiday – Thanksgiving (no classes held)
Saturday, November 21 Make up for November 21 and 22 (Wednesday and Thursday classes)
Monday–Thursday, October 19–22 Mid-Term Exams
Monday–Thursday, December 7–10 Final Exams
Monday, December 14 Grades mailed to students
December 14 – January 11 Winter Break for CPFP students

Key Fall Term Dates

Tuesday, August 25 Information Session I
Tuesday, September 15 Information Session II
Monday, October 19 Last day to transfer to an upcoming course in lieu of withdrawing. $150 transfer fee will be assessed.
Wednesday, December 14 Commencement for Capstone students

Winter Term 2010  (Top)

Courses offered this term

Monday Tuesday Wednesday Thursday
Insurance (102A), Estate (106) Insurance (102B) Retirement (104A), Capstone (107)* Retirement (104B)

Term dates

Monday, January 11 First week of class
Monday, January 18 University Holiday – Dr. Martin Luther King, Jr. Day (no classes held)
saturday, January 23 Make up for January 18 (Monday classes)
Monday–Thursday, February 1 - February 4 Mid-Term Exams
Monday–Thursday, March 22 - March 25 Final Exams
Tuesday, March 30 Grades mailed to students
March 31 - April 4 Spring Break for CPFP students

Key Winter Term Dates

Monday, February 1 Last day to transfer to an upcoming course in lieu of withdrawing. $150 transfer fee will be assessed.
Monday, March 29 Commencement for Capstone students

Spring Term 2010 (Top)

Courses offered this term

Monday Tuesday Wednesday Thursday
Fundamentals (101A), Tax (105) Fundamentals (101B) Investments (103A), Capstone (107)* Investments (103B)

Term dates

Monday, April 5 First week of class
Monday, May 31 University Holiday -- Memorial Day
Saturday, June 5 Make up for May 31 (Monday Classes)
Monday–Thursday, May 3 - May 6 Mid-Term Exams
Monday–Thursday, June 14 - June 17 Final Exams
Tuesday, June 22 Grades mailed to students
June 22 - July 4 Summer Break for CPFP students

Key Spring Term Dates

Tuesday, march 2 Information Session I
Tuesday, march 16 Information Session II
Monday, April 27 Last day to transfer to an upcoming course in lieu of withdrawing. $150 transfer fee will be assessed.
Monday, June 21 Commencement for Capstone students

Summer Term 2010  (Top)

Courses offered this term

Monday Tuesday Wednesday Thursday
Insurance (102A), Estate (106) Insurance (102B) Retirement (104A), Capstone (107)* Retirement (104B)

Term dates

Monday, July 5 First week of class
Monday, July 5 University Holiday – Independence Day
Saturday, July 10 Make up for July 5 (Monday classes)
Monday–Thursday, August 2 - August 5 Mid-Term Exams
Monday–Thursday, September 13 - September 16 Final Exams
Tuesday, September 21 Grades mailed to students

Key Summer Term Dates

tuesday, august 24 Information Session I
tuesday, september 14 Information Session II
Monday, july 27 Last day to transfer to an upcoming course in lieu of withdrawing. $150 transfer fee will be assessed.
monday, september 20 Commencement for Capstone students

Fall Term 2010  (Top)

Courses offered this term

Monday Tuesday Wednesday Thursday
Fundamentals (101A), Tax (105) Fundamentals (101B) Investments (103A), Capstone (107)* Investments (103B)

Term dates

Monday, September 27 First week of class
Wednesday and Thursday november 24 - 25 University Holiday – Thanksgiving Holiday (no classes held)
Saturday, November 20 Make up for November 26 and 27 (Wed and Thurs classes)
Monday–Thursday, October 25 -October 28 Mid-Term Exams
Monday–Thursday, December 6 - December 9 Final Exams
Monday, December 13 Grades mailed to students

Key Fall Term Dates

Monday, October 25 Last day to transfer to an upcoming course in lieu of withdrawing. $150 transfer fee will be assessed.
monday, december 12 Commencement for Capstone students

*Capstone (107) offerings may not be offered as scheduled due to demand for that term.

 


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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