Passing the CFP Certification Examination - Self Assessment Survey - Page 1
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Boston University Online Program for Financial Planning


Self Assessment Survey

Being a CFP professional is a privilege.
Becoming a CFP professional is a challenge.
Are you ready for it?

The Boston University Online Program for Financial Planning is a comprehensive program of study. Because the work is done at an individual pace, over a long period of time, and without instructors, successful students must possess a degree of self-discipline, strong study habits, and the ability to work online with little guidance.

Before enrolling in the Online Program for Financial Planning, we strongly urge all applicants to complete the following survey to assess their readiness for this program. This assessment will provide you with feedback and help you to determine if an online program in financial planning is the right choice for you.

Please allow 5-10 minutes to complete the survey.

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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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