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    Financial Planning

    Become a Certified Financial Planner® with a 1 evening a week commitment

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    Becoming a Certified Financial ProfessionalTM , the top mark of choice for financial advisors, requires dedication, perseverance, and the ability to meet strict educational and employment requirements. 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 Tuesday evening classes, you'll be  eligible to sit for the CFP® Certification Examination in just over 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.
    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.

     

    About the PDI Financial Planning Program

    Students seeking to satisfy the education requirement at PDI have the option of enrolling in new programs beginning every February. This program is designed for the busy professional who must meet professional and personal demands. Some of the benefits of PDI’s financial planning program include:

     

    • Tuesday evenings-only classes for just over a year. This allows your weekends free.
    • Superior instruction from professionals who have both the practical experience and teaching experience.
    • No application fees to attend the program.
    • Textbooks included in cost of the program.
    • Successive courses, allowing you to maximize your focus on the topic.
    • Convenient metro area location.

    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.

    Cost of the Program

    • $4,400, which includes textbooks and handouts – a $600 value.
    • Discounts:
      • Tuition discount of $100 (for a total of $4,300) if prepaid before Session I starts.
      • FPA members and UNT alumni receive a discount of $240. Please supply FPA member number.
    • No refunds once classes begin
    • Tuition for each class if taken individually- $800

    Location

    All classes meet at 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 building farthest to your right. 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 building farthest to your right. The building is next to the parking area.

    Instructors

    • Kyle Deatherage, Director, Click here for the press release.
    • G. Lynn Smith, JD- Trusts and Estates. More than 30 years of legal practice experience specializing in estate planning, asset protection and wealth transfer
    • David Ralston, P.C. is now teaching Retirement and Employee Benefits
    • Derek Jett , CFP®- Investments. 7 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
    Spring 2012 Session 1 At a Glance
    Register Now
    Dates: Tuesday evenings 6 p.m. to 9 p.m., beginning Feb. 7, 2012
    Cost: $4,400, includes materials
    Location: Allstate, 8675 Freeport Parkway North, Irving, TX 75063


    With the option of Tuesday evening classes, you’ll be eligible to sit for the CFP® Certification Examination in a little over a year without giving up valuable personal, weekend time!

    Two distinct program sessions: Session I- Investments; Risk Management &
    Insurance; Income Taxation

    Session II- Case Studies in Financial Planning; Trusts & Estates; Retirement &
    Employee Benefits

    Attend a Free Information Session
    Date: January 24, 2012, 6pm
    Cost: Free
    Location: Allstate, 8675 Freeport Parkway North, Irving, TX 75063

    Attend a free information session to find out more information about the financial planning profession, the certification process and additional details about PDI’s program. If you have additional questions, we’ll be happy to answer them.

    Dalton Review®

    PDI supports The Dalton Review® for your CFP® test preparation needs. The Dalton Review® is a comprehensive preparation plan for individuals planning to take the Certified Financial Planner Certification Exam. It consists of the Pre-Study Program, Live Review Classes and Post-Study Program.

    For More Information on The Dalton Review®, click here to go to their site.

    For a side-by-side comparison of Review providers, click here.

    Need more information about the CFP licensing process or the profession?

    The CFP Board provides more information about the 4 E's of the certification process: Ethics, Education, Experience, and Examination. Each CFP must satisfy the Board requirements in each of those areas. For more information about that and an industry profile, visit the CFP Board.

    2011 Session I Attendee Information
    Click here to access the restricted area for current students. You must have the user id and password to access the information. If you don’t have the user id and password, please contact Tami for that information.