Certificate Program in Financial Planning

Certificate Program in Financial Planning

Course Schedule

Program fast facts

DURATION 10 Months, 1 yr or 2 yr
FORMAT Multiple Formats Available
TUITION $4995, $1150 per term or $675 per class

You must take 7 courses to complete the certificate program.

Each course meets for three hours once a week in the evenings. Courses on the main campus are approximately one quarter, or 11 weeks, in length. Students should be able to complete the entire main campus program in approximately 24 months by taking one class each week, per quarter (the Traditional Track), or in as little as one academic year by taking 2 classes each week, per quarter (the Pacesetter Path). Courses on the Plano campus meet once a week and every other Saturday. Students should be able to complete the Plano program in 10 months.

For current course dates, click here.

Five sessions are offered each year. Students may enter the program in Plano in January, or in Dallas in April or September.

January Entry

Intensive Path: Intensive, 6-week courses meet twice weekly over ten months.
Location: Plano. For more information about the Plano intensive program, click here.

Winter Spring Summer Fall
101, 103 102, 104 105, 106 107
Exam Review (Oct)
CFP® Exam (Nov)

Click here for course descriptions.

April Entry

Pacesetter Path: Two courses per quarter meet weekly over 12 months.
Location: Dallas

Spring Summer Fall Winter Spring/Summer
101, 103 102, 104 105 106, 107 Exam Review (June)
CFP® Exam (July)

Click here for course descriptions.

Traditional Path: One course per quarter meets weekly over 24 months.
Location: Dallas

Spring Summer Fall Winter Spring Summer Fall Winter
101 102 103 104 105 106 107 Exam Review (Feb)
CFP® Exam (Mar)

Click here for course descriptions.

September Entry

Pacesetter Path: Two courses per quarter meet weekly over 12 months.
Location: Dallas

Fall Winter Spring Summer Fall
101, 103 102, 104 105 106, 107 Exam Review (Oct)
CFP® Exam (Nov)

Click here for course descriptions.

Traditional Path: One course per quarter meets weekly over 24 months.
Location: Dallas

Fall Winter Spring Summer Fall Winter Spring Summer
101 102 103 104 105 106 107 Exam Review (Oct)
CFP® Exam (Nov)

Click here for course descriptions.

THE CERTIFICATION TRADEMARK ABOVE IS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. IN THE UNITED STATES AND IS AWARDED TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

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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