Certified Financial Planner

The Gold Standard for CFP Exam Training

The Certified Financial Planner professional certificate program at the University of Dallas is developed for working professionals, ‭providing professional networking and comprehensive ‭instruction with an emphasis on quality client service. Our CFP course boasts a 93% pass rate and has you test ready-within a year.

As a CFP Board-Registered Program, our program satisfies the board's education requirement, allowing an individual to sit for the CFP certification examination upon completion of the program. The curriculum delivers information about areas critical to financial planning for both beginning and established practitioners.

Course Availability

University of Dallas Campus - open to all students
Time: Fridays 5:30-9:30pm & Saturdays 8:30-5:30pm
Full 2018 schedule available here.
Full 2019 schedule available here.
Location: University of Dallas - 1845 E. Northgate Dr, Irving, TX 75062

Fidelity Westlake Campus - open to Fidelity employees only
Time: Fridays: 5:30-9:30pm & Saturdays: 8:30-5:30pm
Full 2018 schedule available here.
Full 2019 schedule available here. (January start)
Full 2019 schedule available here. (July start)
Location: Fidelity Westlake Campus
***Eligible for tuition reimbursement (Fidelity employees only)

TD Ameritrade Fort Worth - open to TD Ameritrade employees only
Time: Fridays 5:30-9:30pm & Saturdays 8:30-5:30pm
Full 2018 schedule available here.
Location: TD Ameritrade Fort Worth

Tuition: $5,600.00 for all seven classes or $800.00 per class (tuition includes all course materials).

For more information on the program please contact Kathy Whitgrove via email or 972-721-5298. 

CFP Course Information

The program curriculum consists of six required courses and one Capstone review course that delivers information about areas in financial planning for both beginning and established practitioners.

Required courses in UD's certificate program include:

  • FP100: General Principles

This course is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan. 

  • FP200: Insurance Planning

This course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. The principles taught prepare students to identify a client's risk exposure and select appropriate risk management techniques. 

  • FP300: Investment Planning

This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.

  • FP400: Income Tax

This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.

  • FP500: Retirement Planning

This course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.

  • FP600: Estate Planning

This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.

  • FP700: CFP Case Study/Capstone

This course builds upon the material in the above courses. Emphasis is on the applications of financial planning concepts in an integrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various discipline studied in the individual prior courses into a comprehensive financial planning process. 

Course Materials

  • All course registration fees include a National Underwriter Tools & Technique textbook and a Ken Zahn workbook.
  • A financial calculator is also required for class and it is the responsibility of the student to provide their own calculator.

Instructors

Sean Britt, CFP®

Sean joined the financial services industry in 2012 working at Fidelity Investments and joined Merrill Lynch in 2015. His focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. He works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.

Sean holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registration as well as his Texas life, health, and variable annuity insurance licenses. He is a graduate of Midwestern State University, with a BBA degree in Finance.

Sean is a native Texan, who, in his spare time, enjoys traveling with his fiancé, Kati. They are getting married in Jamaica in 2019. In addition to traveling, they enjoy spending time with family and their 3 pets.

Bryan Carlson, CFP®

Bryan Carlson has over 16 years in the financial services industry. Currently Bryan works maintaining a book of high net worth client relationships. Bryan's primary focus includes specializing in managed accounts, while supporting his clients on various financial planning topics including retirement, estate and tax planning. 
 
Bryan Carlson earned his BBA in Finance from Texas A&M University in May 2000, and a MBA in Financial Services from the University of Dallas in December 2008. He currently holds the FINRA 7, 63, 66 and Texas Life & Health licenses in addtion to obtaining the CERTIFIED FINANCIAL PLANNER™ certification in 2016.  
 
Bryan is a member of FPA Dallas/Forth Worth.

Rodney Jarrell, CPA, CFP®, IAR

Rodney is a Certified Financial Planner professional with Lakeview Financial Solutions and has been a Certified Public Accountant since 1981. After spending many years in the financial industry where he helped hundreds of people with their life plan, he moved into the retirement and college planning industry. Rodney became interested in retirement planning when more and more of his college planning clients started asking for help with their retirement plans. With diligent analysis and research, he has helped many families navigate their way through the minefield of retirement planning.

Rodney Jarrell has both a Bachelor's degree and an MBA from Baylor University in Waco, Texas. He has been married to his wife Janice for 39 years and has two children and one grandson.

Rodney is a member of FPA Dallas/Fort Worth.

Stephen Stetz, CFP®

Steve Stetz: was born in Kansas and also lived in Oklahoma before moving to Texas in 1992. He began at Fidelity in April of 2011. After advancing through various roles, he joined the Portfolio Advisory Services team as an assigned relationship manager in August of 2014. On a daily basis, he engages in discussions around service, investment planning, retirement planning, estate and tax planning, trusts, and charitable giving to ensure loyalty and satisfaction. Throughout his tenure at Fidelity, he has been consistently recognized for his performance and leadership. He has also served as a mentor to newer representatives where he helped his peers succeed in their role and increase their knowledge of the financial markets.

Steve became a CERTIFIED FINANCIAL PLANNER™ in July 2014, along with his certification he also holds the FINRA 7, 63, Texas Life & Health, and Texas P&C licenses. He received a B.B.A. in Management in 2005 from Texas Tech University. After working for 3 years, he went back to attend graduate school in August of 2008 where he received a joint degree consisting of a MBA and a Masters of Science in Personal Financial Planning graduating in December 2010. Steve is a member of the Dallas Financial Planning Association and has attended FPA annual conferences in Anaheim, CA and Denver, CO.
 
He and his wife Allison just celebrated their 7th wedding anniversary and they have a son named Mason with another baby boy due in January of 2015. Outside of work, Steve enjoys spending time with his family, being outdoors, and watching sports.
 
Steve is a member of FPA Dallas/Fort Worth.

Brandon Truitt, CFP®

Brandon worked at Fidelity Investments for 14 years in a variety of leadership roles focusing on workplace benefits and financial plan delivery. During his tenure there he helped launch their execuitve compensation group, workplace guidance department, and was in charge of operational execution for over 300 financial planning professionals. These teams address a myriad of investment issues specializing in employee benefits like DC plans, DB plans, investing products, accounts, and services. In addition to the CFP® designation, Brandon also holds the MPAS® and CRPC® designations.

Brandon currently teaches in Dallas, but grew up in Austin, Texas. He attended McNeil High School as was recognized as a National Merit Scholar, National AP Scholar, and graduated top ten in his class. He earned his undergraduate degree stuying English and Philosophy from Texas A&M University. There, he was recognized as a University Scholar and Lechner Scholar by the honor's department. Brandon also holds a Master's of Science in Personal Financial Planning and is currently working towards his FP&A™ designation specializing in corporate financial planning.
 
In his spare time Brandon is a member of the Dallas Fort Worth FPA® chapter and likes to read, write, play tennis, and work on home improvement projects. He currently teaches live review classes and offers tutoring.

 

For information about the CFP Board's education and work requirements, exam fees, and test information click here.

Why choose the University of Dallas?

The University of Dallas is committed to helping you achieve your CFP certification education requirement in 10 months time. Our executive education program features experienced instructors who deliver comprehensive financial planning instruction with an emphasis on quality client service. In addition, our program features convenient Friday and Saturday class formats that fit the schedule of the working professionals and provide ample professional networking opportunities.

Additional information

UD does not certify individuals to use the CFP or Certified Financial Planner marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

For more information on the program please contact Kathy Whitgrove via email or 972-721-5298.

Register Now

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