ÌìÃÀ´«Ã½ CERTIFIED FINANCIAL PLANNERâ„¢ Certificate Program
Program Fast Facts
- Start date: January 14, 2025
- Tuesdays & Thursdays
6 - 8:45 p.m. CST
+Some Saturdays - Live Online
- 11-24 months
- 4,745 Priority Tuition
(expires 1/6/25)
$4,995 Standard Tuition
Next program starts January 14, 2025
ÌìÃÀ´«Ã½ CERTIFIED FINANCIAL PLANNERâ„¢ Certificate Program
CERTIFIED FINANCIAL PLANNER™ Certificate
Stand out from the competition
Demonstrate your standard of excellence to clients and employers with a rigorous educational foundation. ÌìÃÀ´«Ã½’s program meets the coursework requirement of CFP certification, and you will learn how to apply the academic content in practical, real-world scenarios.
CFP® employment growth is strong
Qualified professionals will be in high demand as the U.S. population ages, life expectancies rise and wealth transfers to new generations. According to the U.S. Bureau of Labor Statistics, the employment rate for CFP® professionals is expected to increase by 15% through 2026, significantly outpacing the average for other occupations.
Increase your earning potential
CFP® professionals earn 26% more than financial advisors without the certification, on average, according to a study from the CFP® Board.
Plus, 93% of CFP® professionals are strongly satisfied with career choice in financial planning, according to the 2021 .
CFP® Board approved
This program is accredited and registered with the
Upcoming Start Dates
January 14
Intensive Path
Tuesdays & Thursdays
6 - 8:45 p.m. CT
Some Saturdays 9 a.m. - 5 p.m.
Live online
April TBD
Traditional Path
Mondays or Wednesdays
Pacesetter Path
Mondays and Wednesdays
6 – 9:30 p.m.
On Campus
September TBD
Traditional Path
Mondays or Wednesdays
Pacesetter Path
Mondays and Wednesdays
6 – 9:30 p.m.
On Campus
Why Study Financial Planning at ÌìÃÀ´«Ã½?
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Learn From Practicing CFP® Professionals
Distinguished faculty and experienced practitioners ensure that you cover practical, meaningful and interactive information in class.
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Choose Your Path
Complete program requirements at a pace that fits your needs in the Traditional, Pacesetter, or Intensive paths. -
Prepare to Succeed
Complete the coursework required to take the CFP® Certification Exam and earn a digital badge to add to your resume and LinkedIn profile.
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Gain Industry Recognition
Established in 2003, hundreds of CFP® professionals in DFW have completed coursework at ÌìÃÀ´«Ã½.
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A Worthwhile Course
"ÌìÃÀ´«Ã½â€™s Financial Planning Capstone course was very worthwhile. Attending class with other financial professionals expanded my view on conducting proper meetings, presenting and implementing financial plans. This course was my first in-depth exposure to professionals from other fields and firms providing financial advice to clients. The focus on sharing and discussing ideas definitely improved my planning skills." –Alexis Britton, CLU®
Exceptional Course
"Learning from actual practitioners and industry veterans. While all instructors were strong, Bryan Jackson and Trudy Turner were exceptional in their relentless efforts to give their best to students and to get the best out of students. The Capstone course brought it all together."
Instructor Highlight
Bryan C. Jackson, CFP®, is Practice Leader at Vision Point Advisory Group. Bryan focuses his practice on the complex planning needs of executives and entrepreneurs. Bryan and his team take a panoramic view of his clients’ financial lives then craft plans to allow them to realize their goals and vision for the future.
Bryan holds a Texas Department of Insurance Group 1 license, as well as Series 7, 65, and 63 Securities licenses. An industry leader, he has volunteered with the CFP® Board of Standards as an CFP® Exam subject matter expert, among other roles. He also is a member of the Financial Planning Association of Dallas Ft. Worth.