Early Registration Discount
SMU CPFP courses offer a discount for registration 14 or more days in advance. Register
now, secure your seat, and save!
Pacesetter Path Discount
Complete the program in as little as one academic year and save up to $400 by taking two courses
a quarter for three terms, and then complete the program with the final course
by itself, the Capstone course in your fourth quarter. For more information and
to enroll in the Pacesetter Path,
please call 214-768-2737.
TSCPA and FPA Member Discounts
Members of the Texas Society of CPAs and the DFW Chapter of the Financial Planning Association are eligible to have the $50 application fee
waived and may enroll at the TSCPA/FPA rate.
To obtain this discount, a one-time setup of your record is required, allowing
you to receive your discount automatically whether you are registering by phone
or online. To set up your record, please call 214-768-2737 or email
us with
your TSCPA or DFW FPA member number.
When registering online, keep in mind that your discount will appear after
you have clicked the register button for your chosen course.
SMU Staff, Faculty, Student and Alumni Discount
Members of the SMU community, including current and retired staff and faculty,
current students, and all alumni, are eligible for a discount on SMU Certificate
Program in Financial Planning course fees.
To obtain this discount, a one-time setup of your student record is required,
allowing you to receive your discount automatically whether you are registering
by phone or online. To set up your record, please call 214-768-2737 or email
us with
your SMU ID number or PerunaNet number.
When registering online, keep in mind that your discount will appear after
you have clicked the register button for your chosen course.
The Fine Print:
Discount may not be combined with any other promotion. Discount is subtracted
from the regular registration fee.
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. Offered throughout the year, these 1-hour sessions are packed with information about the SMU Program and the CFP® certification process. Register now.
- Meet program instructors, view prerequisites and course fees.
- Complete the program application. Click here to complete the SMU program application.
- 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.