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Since 2003, SMU has offered the esteemed Financial Planning Certificate Program to prepare financial planners for the CFP® exam. We are pleased to announce the newest addition to our financial planning program portfolio: the Financial Planning Associate Paraplanner Certificate Program


With courses beginning in February 2020, this practical, comprehensive program is designed for current and future financial planning associates and paraplanners. 

We are now accepting applications for the FPA DFW SMU Financial Planning Associate Paraplanner Scholarship. The full-ride scholarship will be awarded to one student for the program beginning February 2020. The deadline to apply is October 1, 2019. 





FPA DFW Scholarship Program



The 2019 FPA DFW Scholarship Application Deadline has now passed.  Check back for details on the 2020 Scholarships coming soon.


The primary aim of our Chapter, and the FPA as a whole, is to be a community that fosters the value of financial planning and advances the financial planning profession. Part of advancing the financial planning profession is promoting the CFP certification marks as the cornerstone of our profession. To this end, our Chapter has established the FPA DFW Scholarship Program, which is a merit-based program for qualified CFP® candidates across the state of Texas.

CFP® Exam Fee Reimbursement Scholarships ($600 value)

Dennis Carpenter, CFP® Merit Scholarship

Pamela Yip Memorial Merit Scholarship

FPA DFW Professional Development CFP® Merit Scholarship

CFP® Exam Preparation Scholarships (up to $1,200 value)


Peggy Everson, CFP® Memorial Merit Scholarship

Quest Capital Management Merit Scholarship in Honor of E.W. “Woody” Young, CFP®



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