An increased life expectancy rate and projected population growth have created a greater demand for Certified Financial Planners. According to the Bureau of Labor Statistics, the employment rate for CFPs® is expected to increase by 15% through 2026, significantly outpacing the average for all other occupations. Other benefits of getting your CFP® certificate include:

Earning Potential:  CFPs® earn, on average, 26% more than financial advisors without the certification (CFP Board Study).

Higher Profile Clients:  The CFP® certification instills trust in clients and positions you as an expert in the field, making you more attractive to high net worth clients.

Value to Employers:  Employers highly regard the CFP® and know that Certified Financial Planners elevate the revenue potential for their company or organization.

How Do I Get Started?

Whether you’re new to the financial services industry or have been in the industry and are looking to improve your knowledge and skills, SMU CAPE’s Certificate Program in Financial Planning provides a comprehensive foundation in financial planning services and best practices. Anyone in the financial services industry (Accountants, Stock Brokers, Attorneys, Insurance Agents) will find this program to be highly beneficial to their careers.

Benefits of the SMU CAPE CFP Program

Learn from Expert Instructors:  All instructors are experienced CFP® professionals and thoroughly versed in financial planning theory, principles and strategy.

Meets Requirements for CFP® Certification Exam:  Curriculum is based on CFP Board’s required topics and certification exam review material.

Flexibility:  SMU CAPE offers three different course options depending on your schedule with campus locations in Plano and Dallas.

For more information, course requirements and any other course-related questions, contact a Program Advisor by calling 214-768-1184 or emailing If you’re ready to register, click here to start the application process. We look forward to seeing you in class!