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This badge was issued to Aaron Bundy on 10 Jan 2022.
CERTIFIED FINANCIAL PLANNER™ Certificate
Issued by
SMU
Badge earners have learned how to apply academic content to real-world financial planning scenarios. They have gained a comprehensive understanding of financial planning concepts and can serve clients with knowledge about insurance and risk management; investments; retirement planning; tax planning; and estate planning. Badge earners have completed the coursework required to take the CFP® Certification Exam.
- Type Validation
- Level Intermediate
- Time Months
- Cost Paid
Earning Criteria
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Complete seven required courses.
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Complete and pass each course with a minimum combined score of 70% on assignments, quizzes, exams and projects.
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Follow the CFP® Planning process to develop and present a comprehensive financial plan.
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Participants who successfully complete the CERTIFIED FINANCIAL PLANNER™ Certificate program will earn a lifetime credential through SMU Continuing and Professional Education (CAPE).