CERTIFIED FINANCIAL PLANNER™ Certificate
  • Type Validation
  • Level Intermediate
  • Time Months
  • Cost Paid
Additional Details

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

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).