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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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Application

Name
Winter 2020 Financial Planning Certificate Program Application
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.

Enroll Now - Select a Section

Section Title
Winter 2020 Financial Planning Certificate Program- Plano
Type
Discussion
Days
T
Time
6:00PM to 9:30PM
Dates
Jan 21, 2020 to Nov 17, 2020
Type
Discussion
Days
Sa
Time
9:00AM to 5:00PM
Dates
Feb 01, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
Feb 29, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 5:30PM
Dates
Apr 04, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
May 09, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
May 30, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
Jun 20, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 5:30PM
Dates
Jul 11, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 12:00PM
Dates
Aug 01, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 5:30PM
Dates
Aug 22, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
Sep 12, 2020
Type
Discussion
Days
Sa
Time
9:00AM to 5:00PM
Dates
Oct 03, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
Oct 24, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
Nov 07, 2020
Type
Discussion
Days
T
Time
6:00PM to 9:30PM
Dates
Dec 01, 2020 to Dec 08, 2020
Type
Discussion
Days
Sa
Time
8:30AM to 4:30PM
Dates
Dec 05, 2020
Schedule and Location
Contact Hours
271.5
Location
Course Fee(s)
Priority Rate non-credit $4,745.00 Click here to get more information
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