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Boston University Online Program for Financial Planning


CFP® Certification Resources


(Text below taken from www.cfp.net, the official website of Certified Financial Planner Board of Standards Inc.)

What is CFP® Certification?
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

This process involves the four E’s: Education, Examination, Experience, and Ethics. For more information on each E, visit http://www.cfp.net/become/certification.asp

Why get a CFP® Certification?
In 2004, the Bureau of Labor Statistics ranked “Personal Financial Advisors” as the third fastest growing profession in America. This has awakened people to the benefits of this rapidly growing profession. The CFP® , CERTIFIED FINANCIAL PLANNER™ and certification marks are the most recognized financial planning marks in the world. Unlike an educational designation offered by a college or university, CFP® certification is based on independently established public interest standards. As a result, it prepares you for a career-long commitment to meeting the ever-changing needs of your clients.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, you can energize or revitalize your career, whether as an entrepreneur or in a large firm, by leveraging the knowledge and prestige associated with the world's most recognized financial planning certification. You will be equipped to provide truly personalized services to clients and maintain high levels of financial planning professionalism and expertise.

About CFP Board-Registered Programs
According to the Official CFP Board website, 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. Individuals who meet CFP Board's education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and examination components are two of the four prerequisites to obtaining CFP® certification. A program may be an undergraduate, graduate, doctoral or non-credit certificate program, but all programs must meet several core requirements. For example, the institution must be a regionally accredited institution of higher education and the program's courses must cover specific financial planning topics that have been identified by practicing CFP® certificants during periodic job analysis studies as important for a financial planning practitioner to master.

In addition to the option of offering the program at the undergraduate, graduate or certificate level, the program could be offered through a school of business or consumer sciences, or a continuing education department. Programs can be classroom-based or provide distance-learning options.

For more about CFP Board, click here


Call a friendly program consultant with questions at 1-800-329-4996.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Boston University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Boston University is a CFP Board approved educational institution providing the instruction leading up to the CFP® Certification Examination. It does not determine individual's eligibility, qualification, or any other condition required to acquiring and maintaining the CFP® Certification. Boston University is not responsible for information beyond the education program it offers. Individuals must contact CFP Board at http://www.cfp.net for all matters regarding the acquiring and maintaining of the CFP® Certification. Boston University partners with the Boston Institute of Finance to bring the Boston University Financial Planner program online. All of the course content is developed and provided by Boston University.


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