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Course Description

This program provides a comprehensive foundation in financial planning. Each course is taught by a practicing professionals who are experts in their field. They provide real-world examples to guide you through the necessary information required for your CFP® Certification Exam and to assist you in your practice as a CFP professional. The program offers a comprehensive curriculum covering seven essential topics to ensure you meet the educational requirements set out by CFP Board®. These topics are: Fundamentals of Financial Planning, Insurance and Risk Management, Investments, Retirement Planning & Employee Benefits, Tax Planning, Estate Planning, and Financial Strategies and Case Studies (Capstone). This program is well-suited for people already working in the industry to expand the breadth of their services, as well as those new to the industry who are interested in a financial planning career. 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.

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