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Course Description

Take the next step to earn your CFP® credential.

Click here for more program details.

Course Outline

The SMU CERTIFIED FINANCIAL PLANNER™ program consists of seven required courses:

  • Fundamentals of Financial Planning
  • Insurance and Risk Management
  • Investments
  • Retirement Planning and Employee Benefits
  • Tax Planning
  • Estate Planning
  • Financial Planning Strategies and Case Studies Capstone

 

Learner Outcomes

You will receive a certificate of completion. SMU CAPE partners with Credly to provide you with a digital version of your certificate that you can use to showcase what you’ve accomplished. This digital badge will contain information describing your credential and will allow you to easily share your achievement to LinkedIn and other platforms.

Notes


Next Steps:

  • Talk one-on-one with an advisor to answer your specific questions.
  • Call us at 214-768-1184 or email studentsuccess@smu.edu.
  • Complete and submit the application online.
  • SMU will confirm your acceptance and facilitate your payment.
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Application

Name
CAPE - Financial Planning Certificate Program (Intensive Path - January Only)
Instructions

Please 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 SMU CAPE at 214-768-2273.

Enroll Now - Select a Section

Section Title
Financial Planning Certificate Program Intensive Path - Winter 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Jan 12, 2027 to Feb 25, 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Mar 02, 2027 to Apr 22, 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Apr 27, 2027 to Jun 03, 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Jun 08, 2027 to Jul 22, 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Jul 27, 2027 to Sep 09, 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Sep 14, 2027 to Oct 28, 2027
Type
Online
Days
T, Th
Time
6:00PM to 8:45PM
Dates
Nov 02, 2027 to Dec 09, 2027
Type
Online
Days
Sa
Time
8:30AM to 5:00PM
Dates
Nov 06, 2027
Type
Online
Days
Sa
Time
8:30AM to 5:30PM
Dates
Dec 04, 2027
Schedule and Location
Contact Hours
276.0
Location
Delivery Options
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