Financial Planning

Financial Planning Certificate Program

Next program entry: April 1, 2019

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Traditional Path (one night per week; Dallas campus)
Pacesetter Path (two nights per week; Dallas campus)
Intensive 11-month Cohort Program (Plano campus)

Next Program Entry:

April 1, 2019 (Traditional or Pacesetter Paths)
Monday and/or Wednesday evenings 6 – 9:30 p.m.


Priority Rate (two weeks before start date): $775 per course
Standard Rate: $875 per course
Pacesetter Rate: $675 per course

Free Download: Get your free copy of our CFP® Certification Guide
View Infosession: View our on-demand information session video

A more-educated, wealthier, longer-living population requires the need for greater investment advice and financial guidance. It is no wonder the financial planning field is becoming one of the fastest growing professions in the country.

The SMU CAPE Certificate Program in Financial Planning combines expert instructors, CFP-Board registered curriculum and flexible course schedules to provide the premier financial planning educational program in North Texas.

Who Should Attend

  • Financial Planners
  • Accountants
  • Investment advisors
  • Stockbrokers
  • Trust officers
  • Attorneys
  • Bankers
  • Retirement or benefits specialists
  • Insurance agents

Key Benefits

  • Learn to perform comprehensive financial planning services with an emphasis on high-quality client service.
  • Acquire the educational requirements needed to sit for the CFP® Certification Examination.
  • Earn a certificate in financial planning from SMU.

Learn More

Free Download

Download our CFP® Certification Guide.



Average annual salary for personal financial advisors in Texas. Learn more.


Projected increase in employment by 2024 for personal financial advisors. Learn more.

Top job titles include wealth management advisor, financial planner. Learn more.

“SMU’s reputation was a deciding factor in choosing the CAPE program. With my Baylor undergraduate degree, and my master’s degree from the University of Oklahoma, choosing SMU rounds out my résumé nicely.” — Paige Yaney

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The certification trademark above is owned by Certified Financial Planner Board Of Standards, Inc. In the United States and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Get Started

Complete the form below to get in touch with a recruiter.

Questions? Talk to a Program Advisor at or 214-768-1184.