Based on one of the oldest and most well-respected classroom programs for financial planning. This premier program fulfills the educational component required to sit for the CFP® Certification Examination.    

Choose the format that best fits your needs:

The most comprehensive collection of learning tools to get you through the CFP® certification exam. Students preparing through Boston University or any other CFP® certification education provider should find these supplemental materials highly effective in preparing for the board exam. March 2010 Exam Material Now Available.

Are you planning on taking the Uniform CPA Examination soon? Do you plan to take just one or two sections at a time? Do you need to supplement your books and live class training? If yes, check out our highly regarded Wiley CPA e-prep with multiple payment options for your disciplined budget. Included are study materials, study schedules, test tips, exam tips, and a dynamic test engine for infinite examinations.    Enroll Today!

Recently updated, the Certified Mutual Fund Specialist Program will dramatically improve your understanding of mutual funds. This program was specifically designed for a "broad audience," from corporate new-hires to personal investors looking to increase their knowledge of the mutual fund business.     Enroll Today!

Is your company a NICSA Member? Eligible members call 1-800-329-4996 today for discount.

Boston University’s instructor facilitated Online CMA Exam Preparation Program will prepare students to successfully complete the Institute of Management Accountants (IMA) CMA exams, thus enabling them to earn the Certified Management Accountant designation. Special Scholarship for upcoming March 2010 Session!

The practical application of behavioral finance to the client/advisor relationship is relatively new. Understanding a clients motivations and expectations can be the key to a successful long-term financial advisory partnership. Behavioral finance is, at its core, the application of psychology to understand human behavior in finance or investing.

Based on the book, Behavioral Finance and Wealth Management by Michael M. Pompian, CFP®, CFA, the course applies behavioral finance concept to understanding the types of client you are working with, better manage client expectations and fulfill them, create a more rewarding client-advisor relationship. Learn More!

Over 80,000 professionals have used our material to prepare quickly and efficiently for the 6-hour FINRA Series 7 Licensing Exam and the Series 63 for Uniform Securities Agent State Law Exam.

Passing the Series 7 Exam qualifies a person to be registered as a General Securities Representative. This registration qualifies a candidate for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, and variable contracts.

Passing the Series 63 Exam qualifies a person to conduct business in a state.     Enroll Today!

Our program will prepare you quickly and efficiently for the Series 6 Investment Company/Variable Contracts Products Limited Representative Qualification Exam and the Series 63 for Uniform Securities Agent State Law Exam.

Passing the Series 6 Exam provides a comprehensive understanding of investment company products and variable contracts, which will help people who wish to become Registered Representatives.

Passing the Series 63 Exam qualifies a person to conduct business in a state.     Enroll Today!

We're based in Boston, the home of legendary educators and investors. Financial services professionals consider the Boston Institute of Finance the premier online destination for increasing knowledge, growing their careers, and meeting critical certification requirements. We take pride in our heritage of preparing financial professionals for excellence and building upon the success that our name represents.