The Boston University's classroom program for financial planning is one of the oldest and most respected curriculums. In 2001, it was digitally reformatted, in partnership with Boston Institute of Finance, and became the first online program for financial planning. This premier 21st century version of one of the nation's oldest programs fulfills Certified Financial Planner Board of Standards Inc. (CFP Board) educational requirement to sit for the CFP® Certification Examination. Before taking this career-critical step, if you need assistance, please contact one of our senior career advisors and make an informed decision.
The Program consists of six courses:
- Introduction to Financial Planning
- Risk Management
- Investments
- Tax Planning
- Retirement and Employee Benefit Planning
- Estate Planning
To learn more about these courses, please visit the program's Course Outline.
Looking for instructor-led, accelerated version, visit Virtual Classroom.
Additional Information
BU has been training financial planners since 1981 and is the most prestigious private university in the country to offer the CFP® certification program online. It is the 4th oldest in the country and the largest CFP® Certification programs in New England and the 4th largest independent university in the nation.
The Boston University Program for Financial Planning is currently under the direction of Carolynn Tomin, CFP®. Boston University's premier online program was designed specifically to be user friendly and affordable. You can expect the best content, highest pass statistics, and most cost effective tuition of any competitive program. It was developed in partnership with Boston Institute of Finance.
Program advisory board members include the following:
Robert J. Glovsky, JD, LLM, CFP®, ChFC, CLU, President, Mintz Levin Financial Advisors, LLC
Herbert K. Daroff, J.D., CFP®, Baystate Financial Services, Estate and Business Planning
Roy T. Diliberto, CFP®, ChFC, CLU, Chairman and CEO, RTD Financial Advisors, Inc.
Karen Mineo, Vice President, Producer Training Group, Merrill Lynch and Co.
Jack Sharry, President, Private Client Group, Phoenix Investment Partners, Ltd.
Testimonials:
"After completing the online CFP Program through BU in 11 months, I took the November 2008 CFP Exam and passed. Many thanks to the BU professors for the great program they have."
- Bryan Bastoni
, Pearson Financial Services
"I wanted a program that was comprehensive, prestigious yet economical and self-paced. Boston University's program enabled me to complete the coursework in only 7 months and pass the CFP Board exam at my first attempt. This program is highly recommended for anyone who values their time and money."
- Jeffrey M. Joy, Ferris
, Baker Watts, Inc.
"I liked being able to go through the module as often as I wanted. Being able to call/email an instructor was very helpful. The "homework" assignments were a big help."
- Jim Lund
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in the U.S., which it awards to individuals who successfully complete CFP
Board's initial and ongoing certification requirements.