Financial Planning Certificate Program

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Prepare for your CFP® certification and build your career as a financial planner.

Program Overview: 

To protect their financial futures, people need the sound financial guidance you can provide by achieving the CFP® certification through CPE’s seven-course program. If you have experience in finance, have made major financial decisions or have a background in any sales capacity, you already have skills you can take to the job.

Our instructors are professionals working in the field who have the skills to help you succeed. Their lessons provide real-world examples to guide you through the necessary information required for your CFP® Certification. We offer a comprehensive curriculum covering seven essential topics to ensure you meet the educational requirements to sit for the CFP® Certification Exam.

The program is customizable in that professionals can choose when it makes sense to take each of the seven courses. When taken in succession, you can choose a fast track and complete the program in as little as a year or a standard track for up to two years.

Visit the CFP Board website for information on exam requirements and dates.

Who Should Enroll: 
  • Financial planners seeking board certification
  • Accountants, investment advisors and brokers
  • Insurance agents
  • Retirement plan and employee benefits specialists
  • Attorneys
  • Bankers
  • Anyone considering financial planning as a career
Plan Your Certificate:

This table shows upcoming start dates for this program’s courses. Please note that program start dates are subject to change. After registering for the certificate program, email us or call the CPE Registrar at 512-232-6520 to enroll in your chosen courses.

Course Title Fall Winter Spring Summer
Estate Planning 10/3/2017
Financial Plan Development (Capstone) 1/9/2018 7/12/2018
Fundamentals of Financial Planning 10/5/2017 4/10/2018
Insurance and Risk Management 10/5/2017 4/10/2018
Investments 1/9/2018
Retirement Planning and Employee Benefits 1/11/2018
Tax Planning 7/10/2018

An undergraduate degree is required for this program.

Certifying Body: 

CFP Board

Additional Information: 

Fee does not include cost of textbooks, approximately $800. A textbook list and ordering instructions will be provided after registration for the program. To ensure delivery of textbooks before classes begin, you are strongly encouraged to order your textbooks a minimum of 7 business days in advance of the start of each course.

The Center for Professional Education (CPE) is proud to be approved to train veteran eligible persons. 

Program ID: 

At A Glance

Typical program duration is 12-24 months
Payment Options: 

Courses can be purchased individually or bundled together for a reduced price. Find additional information about payment options.