Certificate Program in Financial Planning

Course Fees

Class Fast Facts

DURATION 10 months, 1 yr or 2 yr
FORMAT Multiple formats available
TUITION $4995, $1150 per term or $675 per class

There are seven courses in the SMU program.

  • Application Fee: $50 (one-time, nonrefundable)
  • Regular Registration Fee: $775 per course
  • Early Registration Fee: $675 per course *
  • Pacesetter Path Registration Fee: $1150 for 2 courses per quarter **
  • Plano Program Fee: $4,995
  • SMU Staff, Faculty, or Alumni Registration Fee: $675 per course
  • TSCPA/FPA Member Fee: $600 per course
  • Corporate Partners: 10% Savings. Call 214-SMU-CPFP for more details.
  • Third Party Billing (Tuition Reimbursement)

* Early registration is enrollment 14 or more days in advance; $3,995 if received by January 5, 2013 — a savings of over $700!

** Save up to $400 with the Pacesetter Path! Online registration not available; please call 214-768-2737 to enroll.

Textbooks

Course textbooks are not included in the price of the course. Students may obtain books on their own, directly through the publisher. For more information about specific textbook requirements and costs, click here.

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 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.

Learn more about discounts for SMU students for the Kaplan Financial live and online review courses.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

SMU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP (with flame logo). CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

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