All courses are taught by instructors with extensive professional experience. All instructors are CFP® practitioners and most also hold an advanced academic degree (M.B.A., J.D., and so on), or other appropriate professional licenses or designations (such as CPA, CFA, etc.). SMU CERTIFIED FINANCIAL PLANNER™ Certificate instructors use the financial planning topics as outlined by the Certified Financial Planner Board of Standards, Inc. as a framework for teaching each course.
The SMU CERTIFIED FINANCIAL PLANNER™ Certificate program curriculum was developed by integrating the CFP Board’s required topic list, traditional textbook curriculum and well-known CFP® Certification Examination review material. The result is a CFP Board-registered program that combines sound financial planning principles, theory and strategy with practical skills in development and implementation.