Before You Begin - Find Out If You're Suited For Financial Planning

We at Boston Institute of Finance want to help you make an educated decision regarding your interest in financial planning. Before taking on the challenges of this program and career you should honestly evaluate yourself in relation to these basic traits necessary for a person pursuing financial planning.

Is this course right for you?

Your Personality:
  • You consider yourself driven, motivated and a self-starter
  • You do not find the decision to enroll in an 18 month education program overly stressful
Your Abilities:
  • You have basic knowledge of computers and can effectively navigate the internet
  • You are comfortable with financial concepts, handling money and finance in general
Your Time:
  • You have an average of 7-12 hours a week to spend on coursework (to complete in 18 months)
  • You feel this is the right time to begin an education program and are looking forward to beginning

Is this career path right for you?

Your Personality:
  • You could describe yourself as both analytical and a good communicator
  • You consider yourself detail orientated and well organized
  • You enjoy meeting and interacting with many different kinds of people
  • You enjoy the ability to work whenever, wherever you want and are self-motivated and independent
Your Abilities:
  • You are a good listener
  • You are very comfortable interacting with people
  • People trust you and gravitate towards you
  • Youre a good problem solver
  • You have strong empathy for people and their life issues
Your Time:
  • You have a plan for the next few years around this career
  • You strongly believe that this is the right time to pursue a career in financial planning
  • If transitioning from another career, you absolutely feel that this is the right time to make a change
  • You are prepared to make your own financial plan so you can afford the transition

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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