The CFP® Professional Certificate Program at the University of Dallas was developed with working professionals in mind. As a CFP Board Registered Program, we provide comprehensive instruction with an emphasis on quality client service; all completed within a 10-month period.
We have successfully helped 100+ student complete our education program.
Join is for an information session on next date pending (12:00 - 1:00PM) to learn more. You will be able to speak with our instructors and staff about this program.
Online Live Sessions - open to all students
Time: Fridays 5:30-9:30pm & Saturdays 8:30-5:30pm
Location: Online Live Sessions utilitizing UD's LMS.
Full 2020-2021 schedule available here. (July 2020 - April 2021)
Students will be eligible to sit for the July 2021 CFP Exam.
Fidelity Westlake Campus - open to Fidelity employees only
Time: Tuesdays: 5:30-9:30pm & Saturdays: 8:30-5:30pm
Full 2020 schedule available here. (January - October 2020)
Location: Fidelity Westlake Campus
***Eligible for tuition reimbursement (Fidelity employees only)
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:
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.
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.
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.
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.
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.
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.
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.
$800 per class (includes course materials)
$5,600 for entire program (seven classes)
Payment for each class is due a minimum of ten-days prior to the first day of class. UD bills for one class at a time, unless requested otherwise.
Sean Britt, CFP®
Sean joined the financial services industry in 2012 at Fidelity Investments and then went on to work at Merrill Lynch as a Financial Advisor working with families and then spent some time at JPMorgan coaching and developing other Financial Advisors. In 2019, Sean moved to Charles Schwab as a Planning Consultant where he works with clients as a financial planner helping clients prioritize their goals, creating a plan for reaching them, and providing portfolio recommendations.
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 registrations 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 wife, Kati. In addition to traveling, they enjoy spending time with family and their 3 pets. Sean is an adjunct faculty member at the University of Dallas and a member of FPA Dallas/Fort Worth.
Bryan Carlson, CFP®
Rodney Jarrell, CPA, CFP®, IAR
Rodney Jarrell, CPA, CFP®, IAR 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 a Master of Business Administration (MBA) degree from Baylor University in Waco, Texas. He has been married to his wife Janice for 42 years and has two children and one grandson. His daughter Kirsten is a Doctor of Audiology in Rowlett and his son Mark is an Integration Architect in Austin.
Rodney is an adjunct faculty member at the University of Dallas and an FPA member of Dallas/Fort Worth.
Stephen Stetz, CFP®
Steve was born in Kansas and lived in Oklahoma before moving to Texas in 1992. He has worked for a leading financial services firm since 2011 where his goal is to empower and educate his clients. His current role focuses on fee based discretionary managed accounts. He partners with clients each day to help them determine an appropriate asset allocation for their investment portfolios, as well as create and sustain successful financial plans. Throughout his career in financial services, 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 CFP® professional in July 2014. Along with his certification he also holds the FINRA 7, 63, Texas Life & Health, and Texas Property & Casualty insurance 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 an MBA and a Master of Science in Personal Financial Planning graduating in December 2010.
He and his wife, Allison, have been married since 2007 and have 2 amazing sons, Mason and Jackson. Outside of work, Steve enjoys spending time with his family and attending their children’s many activities including baseball, soccer, and Cub Scouts.
Steve is an adjunct faculty member at the University of Dallas and teaches Live Review classes around the US. 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 executive 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 studying 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.
Brandon is an adjunct faculty member at the University of Dallas and teaches Live Review classes around the US. Brandon is a member of FPA Dallas/Fort Worth.
For information about the CFP Board's education and experience requirements, exam fees, and test information click here.
Click here to fill out a short form and be immediately emailed the information packet.
Sign up to our CFP email list to be notified about this program.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
For more information, click here.
For more information on the program please contact Kathy Whitgrove via email or 972-721-5298.
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