Successful completion of the SMU CERTIFIED FINANCIAL PLANNER™ Certificate program meets the educational requirements established by the CFP Board to sit for the CFP® Certification Examination. The examination is administered three times per year in March, July and November.
Students finishing in the winter quarter (March) may apply to sit for the July exam. Students finishing in the spring quarter (June) or summer quarter (September) may apply to sit for the November exam. Students finishing in the fall quarter (December) may apply to sit for the March exam. For more information, please visit www.cfp.net.
CPFP102 Insurance and Risk Management, CFPF 104 Retirement Planning and Employee Benefits and CPFP 106 Estate Planning are eligible for Continuing Education credit. To obtain credit please contact the SMU Continuing and Professional Education office for the appropriate reporting form and procedures.
The Texas State Board of Public Accountancy has set the guidelines that allow the licensee to determine which Certified Financial Planning Certificate course will enhance their professional competency, and thus, which to submit for CPE credit. To review these guidelines, visit the Texas Administrative Code, Rule 523.102, CPE Purpose and Definitions.