PERSONAL FINANCIAL PLANNING CERTIFICATE
Become a Certified Financial PlannerTM Certificant
Becoming a member of the financial professional elite - that is, a CERTIFIED FINANCIAL PLANNERTM professional - requires not only extraordinary dedication and perseverance, but also the ability to meet strict educational and employment requirements. The highest-level certification that can be awarded to a financial planner, the CFP® mark remains the certification of choice for the nation’s top financial advisers.
PDI has been working with industry practitioners like you - or those new to financial planning - for more than 20 years, providing a rigorous CFP Board-registered education program designed to prepare you for the demands of the profession as well as the comprehensive CFP®Certification Examination. Look for PDI programs operating in Texas (Dallas).
As you would expect, PDI offers class schedule flexibility, especially important when accommodating the demands of hectic work schedules. We offer the convenience of accelerated, weekend-only programs that meet for 17 Friday evenings and Saturdays over a period of 44 weeks - with no Sunday attendance required - making you eligible to sit for the CFP® Certification Examination in less than a year! As practitioners, our highly-qualified instructors are at the top of the financial planning profession - part of the reason PDI’s Financial Planning Certification Program maintains an above average pass rate of 70% on the CFP® Certification Examination. And PDI is the exclusive Kaplan CFP review provider.
So if you are thinking of a rewarding career as a financial planner - spending time with people, understanding their financial position, exploring their life goals and helping them realize their goals through a carefully devised strategy - then don’t stop there! Call PDI now and set your sights on achieving the coveted CERTIFIED FINANCIAL PLANNERTM certification.
Note: Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. For additional information, contact CFP Board at 1425 K. Street, NW, Suite 500 Washington DC 20005, or phone the CFP Board at 800.487.1497.
All classes meet at Allstate, 8675 Freeport Parkway North, Irving, Texas 75063
Allstate
8675 Freeport Parkway North
Irving, Texas 75063
635 heading West: Take Freeport Parkway exit. Turn to the right. Continue on Freeport Parkway through Esters. Allstate will be on your far right at Freeport and Esters. The CFP program is located in the only 5 story building. The building is next to the parking area.
635 heading East: Take Freeport Parkway exit. Turn to the left. Continue on Freeport Parkway through the four way stop. Allstate will be on your far right at Freeport and Esters. The CFP program is located in the only 5 story building. The building is next to the parking area.
Session I
Session I begins July 25 and runs through December 13. Orientations will be July 2nd and July 9th at 6pm.
All classes meet Friday, 6pm - 10 pm. Classes also meet Saturdays, 8am - 12 Noon, 1pm - 5pm. Investments is Friday evenings, Tax is Saturday mornings and Insurance is Saturday afternoons.
Session II
Session II begins on January 16 and runs through May 9th.
All classes meet Fridays, 6pm - 10pm. Classes also meet Saturday, 8am -12 Noon and 1pm - 5pm. Financial Planning Cases is Fridays. Retirement is Saturday mornings and Estates is Saturday afternoons. For a detailed schedule and calendar, please select the View Printer Friendly Version link.
Students seeking to satisfy the education requirement at PDI have the option of enrolling in new programs beginning February or July. The entire program covers a 10-month period. This program is designed for the busy professional who must meet professional and personal demands. Some of the benefits of the financial planning program include:
- Weekends-only classes which are scheduled only 9 of the 19 weekends in the first session
and 8 of 18 weekends in the second session. In total, participants meet only 17 of the 44 weekends
over the program.
- No back-to-back weekends; attend class approximately every second or third weekend (on a rare occasion, a back-to-back weekend may be scheduled to accommodate a national holiday)
- Classes meet Friday night 6-10 p.m., Saturday 8 a.m.-12 Noon, and Saturday 1 p.m. - 5 p.m. There are no Sunday classes.
- The program is divided into two distinct sections. They are:
Session I- Investments; Risk Management & Insurance; Income Taxation
Session II- Case Studies in Financial Planning; Trusts & Estates; Retirement & Employee Benefits
- Program participants receive a guarantee if they are unsuccessful in their first attempt at passing the CFP® Certification Examination. Past participants may audit each course once at no cost. Requirements of this guarantee include:
Participant must sit for, but not pass, the 10-hour CFP® Certification Examination.
All audited courses must commence within one year of completing PDI’s registered program.
Students must purchase new editions of any textbooks from PDI for $140 each.
- In order to earn a Certificate of Eligibility, participants must complete the course with a cumulative B average for all classes. This is a graded program with mid-term quizzes and a final exam because many participants, for employer reimbursement of tuition, require a letter grade. Quizzes give students and our instructors feedback on students’ progress. Quizzes give students an incentive to keep up with the material. A graded program allows the program directors to certify to CFP Board that our students are truly qualified to sit for the CFP® Certification Examination
- CPAs may earn continuing education credits.
- While there are a wide variety of calculators offered on the market, PDI instructors teach from a Hewlett-Packard 12C Business Calculator. This is not an endorsement of the calculator. Rather, it has been chosen because it is easy to use and has been adopted by many users in academia and industry.
Note: Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. For additional information, contact CFP Board at 1425 K Street, NW, Suite 500 Washington DC 20005, or phone the CFP Board at 800.487.1497.
- Sol Reifer, J.D., L.L.M.- Estates & Trusts
- Charles Schmidt, CFP®, CLU, ChFC, MBA- Retirement & Employee Benefits
- Derek Jett , CFP®- Investments
- David Rhodes, CFP®, MBA- Case Studies in Financial Planning
- Kenneth Picerno, CFP®. - Federal Taxation
- Brenda Wells, Ph.D., C.P.C.U.
-$2,200 includes textbooks - Intro/ Session I tuition by earlier of beginning of class or closing enrollments
-$2,200 includes textbooks - Session II tuition due two weeks before beginning of Session II classes
-Tuition discount of $100 (for a total of $4,300) if all 6 courses are prepaid before Session I
-FPA members and UNT alumni receive a discount of $120 per session. Please supply FPA member number
-Tuition includes handouts for all six classes
-No refunds once classes begin
-Tuition for each class if taken individually- $800
-Tuition for Introduction Weekend course if taken without full 3-course semester- $200
-$140 for each additional copy of a class's textbook
-All prices are subject to change without notice
NOTE: CLASSES ARE GENERALLY FULL BEFORE EACH PROGRAM BEGINS, SO PLEASE ENROLL AS SOON AS YOU ARE COMMITTED TO THIS ENDEAVOR.
-$990 Optional Kaplan Schweser Review due three weeks before beginning of Review
-$499 Optional Kaplan Schweser Review textbooks
-$50 Optional Dalton’s “Understanding Your Financial Calculator” textbook
-$595 CFP Board Sitting Fee due approximately 6-7 weeks before CFP® Certification Examination
-$100 CFP Board Application Fee for Certificate
