CERTIFIED FINANCIAL PLANNER™ Certificate

Issued by SMU

Badge earners have learned how to apply academic content to real-world financial planning scenarios. They have gained a comprehensive understanding of financial planning concepts and can serve clients with knowledge about insurance and risk management; investments; retirement planning; tax planning; and estate planning. Badge earners have completed the coursework required to take the CFP® Certification Exam.

Type Validation
Level Intermediate
Time Months
Cost Paid

Additional Details

Skills

Financial Analysis
Financial Planning
Wealth Management

Earning Criteria

Complete seven required courses.
Complete and pass each course with a minimum combined score of 70% on assignments, quizzes, exams and projects.
Follow the CFP® Planning process to develop and present a comprehensive financial plan.
Participants who successfully complete the CERTIFIED FINANCIAL PLANNER™ Certificate program will earn a lifetime credential through SMU Continuing and Professional Education (CAPE).