Financial Planning Certificate Program

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Learn from our experienced, Austin-based instructors as you prepare for your CFP® certification. 

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 financial planning education 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.

We offer a comprehensive curriculum covering seven essential topics to ensure you meet the educational requirements to sit for the CFP® Certification Exam. Our Austin-based instructors are professionals working in the field who have the skills to help you succeed. For over 15 years, they have provided real-world examples and relevant knowledge to students who have benefited from their expertise and local networks.

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. Upon successful completion of the program, you will earn a certificate of completion from UT Austin, ranked among the 40 best universities in the world.

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 Spring Summer
Estate Planning 09/12/2024
Financial Plan Development (Capstone) 01/25/2024
Fundamentals of Financial Planning 01/23/2024 08/27/2024
Insurance and Risk Management 07/24/2024
Investments 09/03/2024
Retirement Planning and Employee Benefits 09/04/2024
Tax Planning 06/01/2024

A bachelor's degree in any discipline from an accredited college or university must be completed either before you pass the CFP® exam, or within five years after you pass it.

Textbook Information: 

Fee does not include the cost of textbooks, which is approximately $980. 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 before the start of each course.

Certifying Body: 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Program ID: 

For withdrawal, transfer and refund information, see Policy Code B.

At A Glance

Typical program duration is 12-24 months to complete all 7 courses. All courses are online and instructor-led.
Online Instructor-Led
Payment Options: 

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