CERTIFIED FINANCIAL PLANNER™ Certificate

Take the next step to earn your CFP® credential.

Program Fast Facts

  • Start date: September 23, 2024
  • Mondays and/or Wednesdays
    6 — 9:30 p.m.
  • On Campus
  • 11-24 months
  • 675-875 per course

Program Details

Upcoming Start Dates

September 23

Traditional Path

Mondays or Wednesdays

Pacesetter Path

Mondays and Wednesdays

6 – 9:30 p.m. 

On Campus

January TBD

Intensive Path

Tuesdays & Thursdays

6 - 8:45 p.m. CT

Some Saturdays 9 a.m. - 5 p.m.

Live online

April TBD

Traditional Path

Mondays or Wednesdays

Pacesetter Path

Mondays and Wednesdays

6 – 9:30 p.m. 

On Campus

Choose your path

Pacesetter Path

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

Standard Rate: $675 per course

Traditional Path

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

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, plus some Saturdays

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

 

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 skill set
  • Anyone looking to take the CFP® Certification exam

 

Requirements

Admission Requirements:

A bachelor's degree is required for admission into this program. Exceptions may be considered on a case-by-case basis during the application review process. For information about the CFP Board requirements for certification, refer to the CFP Board website. A nonrefundable fee of $50 will be due at the time of application. 

Textbooks and Materials:

Tuition fees do not include textbooks. Books may be purchased online or at a bookstore of your choice. Students will receive more information upon registration.


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