7 Courses Required

The program consists of seven required courses and can be completed in as little as a year on the Pacesetter or Intensive Path, or in 24 months following our Traditional Path

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

Our CFP Board-registered curriculum satisfies the educational requirements needed to sit for the CFP® Certification Examination. Taught by industry leaders working in the financial planning field, the curriculum covers comprehensive financial planning services with an emphasis on high-quality client service. The flexible schedule options are designed for working professionals, whether just starting or well established in the financial service industry.

Additional Details


To enroll in this certificate start by selecting one of the following applications

If multiple paths are available, select one from the drop down menu above then click "Apply Now" to begin your application.

You will be required to log in or create an account if you do not already have one.

If you need any further assistance, contact the SMU CAPE office at 214-768-2273 or email smuthink@smu.edu.

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