What courses will I be required to take through University of Texas Financial Planning Certificate program?
There are seven (7) courses in our classroom program:

Do I need to take the program courses in order?
The courses in the Financial Planning Certificate Program do not have to be taken in chronological order with the exception of Capstone. The six must be completed before registering for Capstone. Many participants start the program with Fundamentals of Financial Planning or Insurance Planning.

What is the time commitment required for study outside of the classroom?
Depending on previous experience and education, a student can expect to spend 2 hours outside of the classroom for every hour in the classroom.

How long does it take to complete the program?
The 11-week and 12-week courses are offered on a quarterly schedule and can be completed in as little as 12 months or two years depending upon whether one or two classes are taken at a time.

What is the cost of books and other supplies?
The cost of the texts per course averages about $150 per course. The suggested HP12C financial calculator costs $70.

What if I have taken courses from another program?
Courses from programs registered with CFP Board can be transferred into our program to receive a Certificate in Financial Planning from UT Austin or you may apply for the CFP® Certification Examination with your completion certificates from the UT program, combined with other education providers' proof of completion.

How do I obtain Continuing Education for the courses?
Insurance CEU’s for your insurance license are provided for the Insurance, Fundamentals, Retirement, and Estate courses. CPE’s are also available for the courses. If you have questions or want more information, please contact Alan Pilgrim, Program Coordinator.

UT Austin does not certify individuals to use the CFP® CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) marks. CFP certification is granted by Certified Financial Planner Board of Standards, Inc. to those individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

Return to the FPCP page.

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