Certificate Program in Financial Planning

Certificate Program in Financial Planning

Stay Informed about the Certificate Program in Financial Planning

Program fast facts

FORMATS
  • Traditional Path (one night per week)
  • Pacesetter Path (two nights per week)
  • Intensive 11-month cohort program
LOCATION Dallas Campus or SMU-in-Plano
NEXT ENTRY DATE January 20, 2015 (Intensive)

We know you're busy and this may not be the perfect time to begin a certificate program. However, that doesn't mean you can't take an important step toward your future. Join our mailing list and we'll keep you updated with important dates, industry trends, and new developments in this program.

You can leave the mailing list at any time. So, there's really no reason not to join.

 

Get Started!

  • Choose a starting date. Students may join the SMU Program in April or September on the main campus in Dallas, or in January at SMU-in-Plano.
  • Choose a track. Students may elect to take one course per quarter, on the Traditional Path, or take 2 courses per quarter on the Pacesetter Path (at a discounted rate). Students in the SMU CPFP in Plano program move through the program one course at at time, at an accelerated pace; each of the seven courses in the program are taught in 6-week modules. For an overview of the course paths, click here.
  • Enroll in an Information Session. New online information sessions coming soon! These on-demand sessions are packed with information about the SMU Program and the CFP® certification process. Join our mailing list to be notified when the new session is available.
  • Meet program instructors, view prerequisites and course fees.
  • Complete the program application. Click here to complete the SMU program application process.
  • Register for class. After the application has been approved, students may enroll online, by phone, or by fax. Traditional Path and Plano students begin the program with course 101; Pacesetter Path students begin with courses 101 and 103.

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.

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