Certificate Program in Financial Planning

Certificate Program in Financial Planning

Course Schedule

Program fast facts

FORMATS
  • Traditional Path (one night per week)
  • Pacesetter Path (two nights per week)
  • Intensive 11-month Cohort Program
LOCATION SMU Dallas campus
NEXT ENTRY DATE April 4, 2016 (Traditional or Pacesetter Paths)
CLASS DAYS 6-9:30 p.m. (M) or (M/W)
TUITION
Priority Rate (before March 21, 2016): $775 per course
Standard Rate: $875 per course

  Register today

The program is comprised of seven courses.

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 path), or in as little as one academic year by taking 2 classes each week, per quarter (the Pacesetter path).

 

The Intensive path meets on the Plano campus once a week and every other Saturday to complete the program in 11 months.

 

Download the schedule for the upcoming term.

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: Courses meet on Tuesday evenings and one Saturday a month over 11 months.
Location: SMU-in-Plano

Winter Spring Summer Fall
101, 103 102, 104 105, 106 107

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.

Current Students

Are you a current student? If you have questions as you progress through the Financial Planning Certificate Program, please call the office at 214.768.2273.

Smart Option Loans

Loans for the Plano cohort are available from Sallie Mae.


Contact Us

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

Upcoming Courses

Apr 4 Financial Planning Certificate begins