Finance Industry Certification Preparation

Advance Your Career with Premier Finance Courses

Executive Education

The finance industry encompasses a broad range of businesses that manage money, investments, and securities. These include but are not limited to banks, credit unions, insurance companies, corporate finance, investment funds, financial planning, treasury department, and endowment funds. 

We offer multiple certifications to help at any career level. 


Securities Industry Essentials (SIE)

New to the field of finance? The University of Dallas offer certification preparation for the SIE exam. This class will give entry level finance/securities professionals the knowledge they need to gain the SIE certification. Learn more about our SIE Program.


Certified Financial Planner™ (CFP®)

Our CFP® Certification Education Program is a  CFP Board registered and approved program consisting of seven classes. This program satisfies the CFP Board's education classes requirement. Learn more about our CFP® Program.


Association for Financial Professionals (AFP®) Certifications

With a legacy of over 30 years, AFP has a global network of more than 16,000 treasury and finance professionals. AFP's Certified Treasury Professional and Certified Corporate FP&A Professional credentials are hallmarks of excellence in the industry showing their designation holders have the knowledge and skillset needed to excel in the corporate finance field. 

Certified Treasury Professional (CTP)

Advance your career and earn more money by earning your Certified Treasury Professional designation. The CTP is a globally recognized credential which allows holders to standout from their peers as a leader in the field of treasury finance. Learn more about our CTP Program.

Certified Corporate FP&A Professional (FP&A)

Corporate finance professionals are increasingly being called upon to play a critical role in their organization’s decision-making process and long-term growth with forecasting, modeling, and data analysis. Earn the FP&A certification to show competency in this unique skillset. Learn more about our FP&A Program.


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