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UT Tyler Office of Marketing and Communications

UT Tyler to Offer Board-Registered Professional Certificate Program in Financial Planning

May 22, 2015

Media Contact:  Hannah Buchanan
Editor/Writer–Strategic Communications & Media Relations
Marketing and Communications
The University of Texas at Tyler
903.539.7196 (cell)

May 22, 2015



The University of Texas at Tyler will offer a board-registered professional certificate program in financial planning this fall, Dr. James Lumpkin, College of Business and Technology dean, announced.

UT Tyler has partnered with the Certified Financial Planner Board of Standards, Inc. to provide this new financial planning professional certificate program at the university.

“We designed this program with the East Texas working professional in mind,” said Dr. Roger Lirely, UT Tyler Department of Accounting, Finance and Business Law chair and program director. “To minimize lost work time and reduce travel costs, about half the class meeting time is online, with the other half meeting face-to-face on 16 Saturdays during the eight-month program.”

An independent certifying organization, CFP Board owns the CFP® and Certified Financial PlannerTM certification marks, which it awards to individuals who meet its education, examination, experience, ethics and other requirements. In turn, UT Tyler students completing the financial planning program will have met the education requirement for the CFP® Certification Examination administered by the board.

“CFP Board is pleased to approve the program at UT Tyler as a CFP Board registered program,” said Richard P. Rojeck, CFP®, chair of CFP Board’s Board of Directors. “As student interest in financial planning as a career continues to grow, we anticipate that UT Tyler’s program will contribute significantly to the number of qualified candidates seeking to attain the CFP® certification, the standard of excellence for competent and ethical financial planning.”

CFP Board currently partners with more 360 programs at more than 225 institutions. CFP Board-registered programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification.

For more information or to apply, contact Lirely, 903.565.5762 or rlirely@uttyler.edu.

The mission of CFP Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.

For additional information about CFP Board, visit CFP.net.

One of the 15 campuses of the UT System, UT Tyler features excellence in teaching, research, artistic performance and community service. More than 80 undergraduate and graduate degrees are available at UT Tyler, which has an enrollment of more than 8,000 high-ability students. UT Tyler offers courses at its campuses in Tyler, Longview and Palestine as well as a location in Houston.

Editor's note: This program will now begin January 2016.

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