09013CPFPenewsMay09

Only 3% of Financial Planners are Certified

“Now, hands down, the CERTIFIED FINANCIAL PLANNER™ certification is the preferred designation. Only 3 percent of financial planners are CERTIFIED FINANCIAL PLANNER™ professionals. It’s no guarantee, but they’ve crossed a threshold 97 percent haven’t.”
—John Austin, Boston Herald, October 21, 2008

Cross the Threshold. Start the SMU Program Now.

Fall cohort forming now. For more information, visit smu.edu/cfp

Largest Class of SMU CPPF Graduates to Date!
Congratulations to the March 2009 class, the largest group to date to complete the SMU program and to prepare themselves for the CFP Certification Examination. Best wishes from SMU!

SMU Partnership with Kaplan Schweser
SMU is proud to partner with CFP^® Certification Examination Review Course leader Kaplan Schweser. Through this partnership, several benefits are extended just to SMU students:

Corporate Partnership
SMU has developed a corporate partnership program that provides significant tuition discounts for employers who are committed to excellence. For more information, and to learn about corporate partner benefits, click here.

Save Your Seat (and $) with an Early Registration Discount
Be sure to enroll at least two weeks in advance and get an early registration discount – a savings of $100! So be sure to enroll as soon as registration opens (approximately 8–10 weeks before each term begins) and at least two weeks in advance to save your seat and to save on course fees.

Pacesetter Path: Less Time, Less Tuition!
Complete the seven-course SMU program in fewer than 12 months and save over $395 each quarter! For more information, visit smu.edu/cfp.

News from the CFP Board
The deadline to register for the July 17-18, 2009 CFP^® Certification Examination is June 3. Students who have completed the SMU program by this date (received a program certificate on or before the March 30, 2009 certificate ceremony) are eligible to apply for the July exam.

CFP Account for Students
Students interested in becoming CFP^® professionals can create a secure, online account with CFP Board by visiting cfp.net/become. After choosing the "Online Exam Application" option on the menu, students will be prompted to create an online account. CFP Board's Web site provides up-to-date information regarding CFP Board policies and the process for becoming a Certified Financial Planner™ certificant, as well as connecting students to resources such as the monthly CFP Board Report newsletter. Learn more at www.cfp.net/students.

Textbook Reminder
The SMU Certificate Program in Financial Planning utilizes two publishers for course texts: National Underwriters (NU) and Kaplan Financial (formerly Bisys/Dalton). Each SMU course requires two books – a textbook from NU and a corresponding supplement from the multivolume Kaplan Financial review series.* All SMU CPFP course texts are available directly from the publisher. To guarantee delivery before classes start, order your textbooks at least a week in advance. Read more information on CPFP textbooks.

*The final course in the SMU Program, Financial Planning Strategies & Case Studies (Capstone), also requires two books, but both are from Kaplan Financial.



May 2009 Only 3% of Financial Planners are Certified “Now, hands down, the CERTIFIED FINANCIAL PLANNER™ certification is the preferred designation. Only 3 percent of financial planners are CERTIFIED FINANCIAL PLANNER™ professionals. It’s no guarantee, but they’ve crossed a threshold 97 percent haven’t.” —John Austin, Boston Herald, October 21, 2008 Cross the Threshold. Start the SMU Program Now. Fall cohort forming now. For more information, visit smu.edu/cfp Largest Class of SMU CPPF Graduates to Date! Congratulations to the March 2009 class, the largest group to date to complete the SMU program and to prepare themselves for the CFP Certification Examination. Best wishes from SMU! SMU Partnership with Kaplan Schweser SMU is proud to partner with CFP^® Certification Examination Review Course leader Kaplan Schweser. Through this partnership, several benefits are extended just to SMU students: Lowest rate guaranteed for SMU students. Use existing Kaplan texts. Free exchange of outdated texts. Choose from online- or classroom-based review. Learn more. Corporate Partnership SMU has developed a corporate partnership program that provides significant tuition discounts for employers who are committed to excellence. For more information, and to learn about corporate partner benefits, click here. Save Your Seat (and $) with an Early Registration Discount Be sure to enroll at least two weeks in advance and get an early registration discount – a savings of $100! So be sure to enroll as soon as registration opens (approximately 8–10 weeks before each term begins) and at least two weeks in advance to save your seat and to save on course fees. Pacesetter Path: Less Time, Less Tuition! Complete the seven-course SMU program in fewer than 12 months and save over $395 each quarter! For more information, visit smu.edu/cfp. News from the CFP Board The deadline to register for the July 17-18, 2009 CFP^® Certification Examination is June 3. Students who have completed the SMU program by this date (received a program certificate on or before the March 30, 2009 certificate ceremony) are eligible to apply for the July exam. CFP Account for Students Students interested in becoming CFP^® professionals can create a secure, online account with CFP Board by visiting cfp.net/become. After choosing the "Online Exam Application" option on the menu, students will be prompted to create an online account. CFP Board's Web site provides up-to-date information regarding CFP Board policies and the process for becoming a Certified Financial Planner™ certificant, as well as connecting students to resources such as the monthly CFP Board Report newsletter. Learn more at www.cfp.net/students. Textbook Reminder The SMU Certificate Program in Financial Planning utilizes two publishers for course texts: National Underwriters (NU) and Kaplan Financial (formerly Bisys/Dalton). Each SMU course requires two books – a textbook from NU and a corresponding supplement from the multivolume Kaplan Financial review series.* All SMU CPFP course texts are available directly from the publisher. To guarantee delivery before classes start, order your textbooks at least a week in advance. Read more information on CPFP textbooks. The final course in the SMU Program, Financial Planning Strategies & Case Studies (Capstone)*, also requires two books, but both are from Kaplan Financial.	Registration Deadline for the July CFP^® Certification Examination June 3, 2009 Spring Quarter Graduation June 22, 2009 Summer Quarter Cohort Begins July 6, 2009 Fall Quarter Cohort Information Sessions August 26 and September 16, 2009 Kaplan Schweser Review (Special discounts for SMU students) Dallas Live Review begins June 11, 2009 Virtual Class begins June 8, 2009 What Our Students Are Saying … “My recommendation to people wanting to get the CFP^®designation is to chose a quality program such as SMU’s CPFP program…” —M. Adam Alligood Contact Us cpfp@smu.edu or 214-SMU-CPFP (214-768-2737)
SMU Continuing & Professional Education • PO Box 750275, Dallas TX 75275-0275 • 214-768-2737 • cpfp@smu.edu
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