What are the admissions requirements?
There are no formal admission requirements however, students should have acquired
knowledge in accounting, financial calculator protocol, finance, and economics, through
extensive job experience. There is no application fee required to enroll in the program.
Please review the CFP Board requirements for certification prior to registration.
Where will my classes be held?
Your classes will be held at University of Dallas - Irving Campus. The location of
your classrooms will be e-mailed out prior to the first class meeting. Campus Address:
1845 E. Northgate Drive, Irving, TX 75062.
You will need to pay for the course prior to the first meeting date of the course.
You will pay as part of the registration process. Visit the Registration page to enroll in a course. Select the class you wish to enroll in by clicking on the
"Enroll Now" button. That will start the registration process and allow you to create
an account and register for the class you select. You will be prompted to pay after
clicking "Enroll Now". Please contact Jennifer Howard with any specific questions
JHoward@udallas.edu or 972-721-5299.
Are course materials included in the tuition?
Yes. The student will receive the books in one of two ways. At the beginning of the
entire program new students will be shipped the course materials from Zahn Associates,
Inc. This is not done until a week before class starts. In the term if you took the
class offered before the materials will be ordered the third week of class and delivered
to you by the instructor on the fourth weekend. Students who only need to take a few
courses to finish and are not in the entire program will be shipped materials from
Zahn a week before class begins.
Is this a for credit course?
Does the University of Dallas offer the CFP classes for credit?
What is the refund policy or how do I withdraw from a course?
Students may cancel an enrollment by notifying UD in writing a minimum of 3 business
days before the first scheduled class session. Should UD cancel a course, full tuition
will be refunded. No refunds are permitted if the student course materials have been
sent, after a course begins, or due to absences from part or all of a course.
How do I request a 1098-T?
Log onto the BannerWeb system. There will be an option for Student enter there. Then
click on Student Account which is second up from the bottom on the menu, then click
on Select Tax Year which is third up from the bottom. Enter the year you are requesting
the 1098 from, click submit. This will take you back to the Student Account menu again.
Then click on Tax Notification which is second up from the bottom of the menu. The
1098 will appear, scroll down to view all of it.
You can always contact our business offices at 972-721-5144 if you have any questions.
Banner Link: https://ssb-prod.ec.udallas.edu/PROD/twbkwbis.P_GenMenu?name=homepage
Please Note: The business offices only give 1098-T to students who are pursuing a
If you would like to speak to a program advisor, please contact Jennifer Howard by e-mail or call (972) 721-5299. For additional information regarding the actual
exam go to www.cfp.net/become/education.asp.