:: Certificate Programs

Financial Planning Certificate Program

Course Details

Financial planning is a critical part of life planning. People need to to plan for and protect their financial futures. More complex and difficult financial options require sound investment advice and financial guidance. It makes sense to seek qualified financial professionals. It also makes sense for financial professionals to increase their value to clients and employers by achieving CFP® certification.

Since 2003, the Professional Development Center at the University of Texas at Austin Financial Planning Certificate Program has addressed the need for more qualified financial professionals.

The financial planning profession continues to grow and offer many career opportunities.

  • The U.S. Bureau of Labor Statistics predicts much faster-than-average growth for financial planners through 2018.
  • The most recent Jobs Rated Almanac again ranked financial planning as one of the top-rated jobs in America.
  • Studies show that over a three-year period, the average increase in pay in the year following certification is over 57 percent.

Whether you're currently employed in financial services or want to pursue a career in this diverse and versatile field, the UT PDC Financial Planning Certificate Program provides you with knowledge and skills to help clients meet their financial objectives and to fulfill your professional goals. The program covers all knowledge areas the Certified Financial Planners Board of Standards requires: fundamentals, investments, retirement, benefits, estate planning, and tax planning. The program also offers the newly required Plan Development course that integrates all parts of financial planning, which is important to passing the CFP® exam.

Completing UT's Financial Planning Certificate Program satisfies the education portion of the CFP Board of Standards requirements for the CFP® certification.

Attend an Information Session for in-depth answers to your questions. Register for an info session, click here

Financial Planning Certificate Program: Courses

What past students have to say about the PDC CFP program

"Overall this was a tremendous experience - hard to believe it's already been a year! I have learned so much and received so many helpful pieces of advice, opportunities and perspectives that made the instruction so much more applicable. Thank you!"

- Angela Epley

"Excellent instructors all around! [This is] the best way to prepare for the CFP exam - far superior to any other program!"

- Mark Herman

Frequently Asked Questions

If you have questions about UT Austin's Financial Planning Certificate Program, please read the FPCP faq page. If you need further information, please contact the Coordinator.

General Financial Planning News

Best Small Business to Start: Financial Adviser, Matthew Bandyk, US News & World Report
Working as a Financial Adviser, Sarah E. Needleman,Wall Street Journal

Who Should Attend

  • Financial planners
  • Insurance agents
  • Retirement plan and employee benefits specialists
  • Investment advisors and brokers
  • Accountants
  • Attorneys
  • Bankers
  • Trust officers
  • Anyone considering financial planning as a career


  • Deliver comprehensive financial planning services with an emphasis on high-quality client service
  • Satisfy the educational requirements needed to sit for the national CFP® certification examination
  • Strengthen your professional network
  • Earn a certificate in financial planning from The University of Texas at Austin
  • Insurance professionals can complete their state required continuing education credits through these courses (contact the Coordinator for more information)

Veteran Benefits

UT's Financial Planning Certificate Program is approved for veteran benefits. *Additional registration fees do not apply to UT's Financial Planning Certificate Program.*


Questions about this course?

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