Certificate Program in Financial Planning

Certificate Program in Financial Planning

SMU Certificate Program in Financial Planning | Dallas, Texas

The SMU Certificate Program in Financial Planning combines expert instructors, CFP-Board registered curriculum and flexible course schedules to provide the premier financial planning educational program in North Texas.

Program fast facts

  • Traditional Path (one night per week)
  • Pacesetter Path (two nights per week)
  • Intensive 11-month cohort program
LOCATION Main Campus or SMU-in-Plano
NEXT ENTRY DATE September 15, 2014

FREE online infosession!

CPFP Infosession

View our free informational video with more details about the program.

  • Learn to perform comprehensive financial planning services with an emphasis on high-quality client service
  • Acquire the educational requirements needed to sit for the CFP® Certification Examination
  • Earn a certificate in financial planning from SMU

Strengthen Your Professional Net Worth

The SMU Certificate Program in Financial Planning is designed primarily to train those currently employed in the financial services industry who would like to build upon their prior professional experience and expand the breadth and value of their services.

Market research indicates that the financial planning field is one of the fastest growing professions in America. In fact, for several years now, Jobs Rated Almanac has named financial planning as one of the top-rated jobs in America. The U.S. Bureau of Labor Statistics predicts faster-than-average growth for financial planners as a better-educated, wealthier and longer-living population requires more investment advice and financial guidance. Click here to learn more.

Who Should Attend?

  • Financial Planners
  • Accountants
  • Investment advisors
  • Stockbrokers
  • Trust officers
  • Attorneys
  • Bankers
  • Retirement or benefits specialists
  • Insurance agents


Financial Aid

Learn about TSCPA and FPA member discounts.

Smart Option Loans

Loans for the Plano cohort are now available from Sallie Mae.

Contact Us

Talk to a Program Advisor at smuthink@smu.edu or 214-621-4834.