Certificate Program in Financial Planning
The SMU Certificate Program in Financial Planning utilizes two publishers for course texts: The American College and Kaplan Schweser. Each SMU course requires a textbook from American College with Fundamentals 101 and Capstone 107 requiring a corresponding supplement from the 7-volume Kaplan Schweser review series.
Courses are based on the most recent textbook editions offered by the publishers. Avoid holding obsolete textbooks by purchasing only the most recent textbook edition as needed for your current course. Please keep this in mind when purchasing packaged or bundled sets.
To ensure delivery of texts before classes begin, SMU students are strongly encouraged to order their textbooks a minimum of 7 business days in advance of the start of each course.
Required books for each SMU course are noted in the chart below with the corresponding publisher. Books are not available at the SMU Bookstore.
Understanding Your Financial Calculator (Optional)
Personal Financial Planning — Cases and Applications
Learn about TSCPA and FPA member discounts.
Loans for the Plano cohort are now available
from Sallie Mae.
Click here to download the CPFP course catalog.
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 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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