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

Tuition and Financial Aid

We offer several tuition options and accept multiple funding sources to make paying for your education more accessible.

A nonrefundable fee of $50 will be due at the time of application.


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

Financing Options

Continuing Education Loan

Students on the Intensive Path may qualify for a Smart Option Student Loan, offered by Sallie Mae.

Your Sallie Mae Loan application must be completed and approved 14 days before the first day of the program. Loan amount cannot exceed 125% the cost of tuition. Loans are only available for students enrolling for the Intensive Path.

Payment Plans

Students applying for the Intensive Path of the SMU CERTIFIED FINANCIAL PLANNER™ Certificate program are eligible for payment plans. 

Select the “Payment Plan” option on the program application questionnaire to get started.

Payment plan requests must be submitted and approved no less than 14 days before the first day of class.

Employer Funding

Many employers offer tuition reimbursement. Ask your supervisor or HR representative if this benefit is available to you.

SMU CAPE certificate programs are eligible for tuition benefits through Guild.
If your company participates, visit sponsorship.guildeducation.com and enter the school name as "Southern Methodist University" to find this certificate program.

Veterans Discount

Active military, spouses, and veterans receive a special 10% tuition discount on all SMU CAPE programs and courses.

The in-person offerings of this certificate program are eligible for GI Bill® funding.