Program Overview
Upcoming Start Dates
January 14
Intensive Path
Tuesdays & Thursdays
6 - 8:45 p.m. CT
Some Saturdays 9 a.m. - 5 p.m.
Live online
April TBD
Traditional Path
Mondays or Wednesdays
Pacesetter Path
Mondays and Wednesdays
6 – 9:30 p.m.
On Campus
September TBD
Traditional Path
Mondays or Wednesdays
Pacesetter Path
Mondays and Wednesdays
6 – 9:30 p.m.
On Campus
Choose your path
Pacesetter Path
- 12 months to complete
- Start in April or September in Dallas
- Classes meet two nights per week
Standard Rate: $675 per course
Traditional Path
- 24 months to complete
- Start in April or September in Dallas
- Classes meet one night per week
Priority Rate (until two weeks before start date): $775 per course
Standard Rate: $875 per course
Intensive Path
- 11 months to complete
- Start in January online
- Two evenings a week, plus some Saturdays
Priority Rate (until two weeks before start date): $4,745 for the full program
Standard Rate: $4,995 for the full program
You'll learn how to:
- Recognize weaknesses and vulnerabilities in your clients’ current financial situations
- Analyze clients’ goals
- Recommend strategies to address gaps and meet financial needs
- Apply academic principles to real world situations
- Understand CFP® Board of Standards protocols
- Use tools unique to the financial planning industry
Who Should Attend?
- Current financial professionals looking to expand their knowledge and career opportunities
- Individuals interested in making a career change to the financial planning profession
- Recent college or post-secondary graduates looking to enhance/supplement their skill set
- Anyone looking to take the CFP® Certification exam
Requirements
Admission Requirements:
A bachelor's degree is required for admission into this program. Exceptions may be considered on a case-by-case basis during the application review process. For information about the CFP Board requirements for certification, refer to the CFP Board website. A nonrefundable fee of $50 will be due at the time of application.
Textbooks and Materials:
Tuition fees do not include textbooks. Books may be purchased online or at a bookstore of your choice. Students will receive more information upon registration.
