PERSONAL FINANCIAL PLANNING CERTIFICATE
Become a Certified Financial PlannerTM Certificant in 2010 Register Now! | View Brochure
Becoming a Certified Financial ProfessionalTM requires dedication, perseverance, and the ability to meet strict educational and employment requirements. The highest-level certification awarded to a financial planner, the CFP® mark remains the leading choice for the nation's top financial advisers.
For more than 20 years, PDI has been working with industry practitioners like you - or those new to financial planning - providing a Dallas- area CFP Board-registered program designed to prepare you for the demands of the profession as well as the CFP® Certification Examination.
PDI's program offers flexibility. With the convenience of weekend-only classes, you'll be eligible to sit for the CFP® Certification Examination in less than a year! Our 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.
So if you are thinking of a rewarding career as a financial planner - spending time with people, understanding their financial position and helping them realize their goals through a carefully devised strategy - call PDI now and set your sights on achieving the coveted CFP® certification.
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 February 5 and runs through June 5, 2010. Orientations will be January 14th and January 21st 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 August 6 and runs through December 11th.
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 every February. 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.
- Kyle Deatherage, Director, Click
here for the press release.
- Sol Reifer, J.D., L.L.M.- Estates & Trusts. More than 10 years with the PDI program
- Charles Schmidt, CFP®, CLU, ChFC, MBA- Retirement & Employee Benefits. More than 10 years with the PDI program
- Derek Jett , CFP®- Investments. 7 years with the PDI program
- David Rhodes, CFP®, MBA- Case Studies in Financial Planning. More than 10 years with the PDI program
- Kenneth Picerno, CFP®. - Federal Taxation. 4 years with the PDI program
- Rich Treta, CFP®. 2 years with the PDI program
-$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
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.
