Online Registration

CPFP: Plano Cohort 2014

Designed for those working in the financial industry or who have financial experience, this intensive ten-month program held at SMU-in-Plano offers a convenient weeknight/weekend schedule.


Textbooks: The SMU Certificate Program in Financial Planning utilizes two publishers for course texts: American College and Kaplan Schweser Financial. As a service you can purchase textbooks through SMU for class delivery or you may purchase them through your desired merchant. To ensure delivery of texts before classes begin, SMU students are strongly encouraged to order their textbooks a minimum of 7 business days in advance of the start of each course.

Books are not available at the SMU Bookstore.


Courses in this package
CPFP: Fundamentals of Financial Planning 101 (January 21 - February 11, 2014)
CPFP: Insurance & Risk Management 102 (March 25 - April 26, 2014)
CPFP: Investments 103 (February 18 - March 22, 2014)
CPFP: Retirement Planning & Employee Benefits 104 (April 29 - June 7, 2014)
CPFP: Tax Planning 105 (June 10 - July 22, 2014)
CPFP: Estate Planning 106 (July 29 - September 6, 2014)
CPFP: Financial Planning Strategies & Case Studies 107 (Capstone) (September 9 - October 18, 2014)


Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.