CERTIFIED FINANCIAL PLANNER™ Certificate

Take the next step to earn your CFP® credential.

Program Fast Facts

  • Start date: September 26, 2022
  • Mondays and/or Wednesdays
    6 — 9:30 p.m.
  • On Campus
  • 11-24 months
  • 675-875 per course

Program Details

Next Program Entry: September 26, 2022
Duration: 12-24 months
Format:

On Campus
Classes meet Mondays and/or Wednesdays 6 — 9:30 p.m.

Cost:

Traditional Path Priority Rate: $775 per course (expires 9/12/22)
Traditional Path Standard Rate: $875 per course
Pacesetter Rate: $675 per course

 

You'll learn how to:

  • Recognize weaknesses and vulnerabilities in your clients’ current financial situations
  • Analyze clients’ goals
  • Recommend strategies to address gaps and meet financial needs
  • Apply academic principles to real world situations
  • Understand CFP® Board of Standards protocols
  • Use tools unique to the financial planning industry

 

Who Should Attend?

  • Current financial professionals looking to expand their knowledge and career opportunities
  • Individuals interested in making a career change to the financial planning profession
  • Recent college or post-secondary graduates looking to enhance/supplement their skillset
  • Anyone looking to take the CFP® Certification exam

 

Choose your path

Pacesetter Path

  • 12 months to complete
  • Start in April or September in Dallas
  • Classes meet two nights per week plus some Saturdays

Standard Rate: $675 per course

Traditional Path

  • 24 months to complete
  • Start in April or September in Dallas
  • Classes meet one night per week plus some Saturdays

Priority Rate (until two weeks before start date): $775 per course
Standard Rate: $875 per course

Intensive Path

  • 11 months to complete
  • Start in January online
  • Two evenings a week for most courses; Saturdays for capstone course

Priority Rate (until two weeks before start date): $4,745 for the full program
Standard Rate: $4,995 for the full program

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