1. Fill out an application for admission to University of Missouri - St. Louis. This can be done online or by filling out an application obtained from the Admissions Office by calling (314) 516-UMSL.

    1. If you are taking these courses to qualify for the CFP(TM) exam, and you don't intend to obtain a degree, you should apply as a non-degree seeking student, or enrolled in our noncredit weekend program for practitioners.

    1. Choose your classes. To sit for the exam, you must successfully complete the following 6 courses:

      Acctng 3441 Income Taxes
      Finance 3520 Investments
      Finance 3560 Practice fo Personal Financial Planning
      Finance 3561 Principles of Insurance
      Finance 3563 Retirement Planning and Employee Benefits
      Finance 3564 Estate Planning and Trust
      Finance 3565 Seminar in Financial Planning

      The semester schedule is available on-line on the course schedule in MyView. The courses listed above are not all offered every semester. It's important that you take them when they are available.

      Once you are admitted, register for your classes. This can be done on-line through MyView or in person at either the Registration Office or at the College of Business Administration Academic Advising Office (487 SSB). For directions on registering on-line, check out the UMSL Registration website for more details.

  1. Stop by the Cashier's Office to pay for your courses, the University Bookstore to pick up your textbooks, and the Center for Student to obtain a student ID card.

If you have any further questions please contact Dr. Thomas Eyssell at (314) 516-5885 or Ken Rapsilber at (314) 516-5888.

Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, Certified Financial Planner™ and certification marks in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.

University of Missouri-St.Louis does not certify individuals to use the CFP®, Certified Financial Planner™ and certification marks.  CFP® certification is granted solely byCertified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.