Home >> News >> Press Release

UT Tyler Office of Marketing and Communications

UT Tyler to Offer Financial Planning Certification Program

November 5, 2015

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

November 5, 2015



The University of Texas at Tyler will offer a board-registered professional certificate program in financial planning beginning this spring, 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 for the East Texas working professional in mind.

Classes begin Saturday, Jan. 9, 2016 and continue every other Saturday through Oct. 1, 2016 with no classes held in July. Estimated tuition cost is $4,450, plus $700 for books and materials. Deferred payment options as well as early registration scholarships are available. To apply, visit www.uttyler.edu/cbt/fabl/cfp/index.php. Registration deadline is Monday, Nov. 30.

“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 at the main UT Tyler campus,” said Dr. Roger Lirely, Department of Accounting, Finance and Business Law chair and program director. “There is also some scheduling flexibility, and students may take the course again the next time it is fully-enrolled and offered if they fail the CFP exam.”

Breakfast and lunch also will be provided on class meeting days, he added.

For additional information about the program, call Lirely, 903.565.5762.

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 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.

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 14 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 8,500 high-ability students. UT Tyler offers courses at its campuses in Tyler, Longview and Palestine as well as a location in Houston.