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

The Boston Institute of Finance wants to help you make the most educated decision possible regarding your interest in financial planning. Before taking on the challenges of this program and career you should honestly evaluate yourself in relation to several basic traits which are often considered necessary for a person pursuing a financial planning career.

Is this course right for you?

Your Personality:
  • You should consider yourself focused to imrpove your career and earning power
  • You should not believe enrolling in either a 9 month or 18 month education program will be an issue
  • You should be motivated and, in general, a self starter
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 succeeding

Is this career path right for you?

Your Personality:
  • You could describe yourself as analytical and a good communicator
  • You consider yourself good with detail and well organized
  • You can meet and interact with many different kinds of people
  • You enjoy the opportunity to work whenever you want, wherever you are
Your Abilities:
  • You are a good listener
  • You are comfortable interacting with people
  • People trust you
  • You are a good problem solver
  • You have empathy for people and their life issues
Your Time:
  • You have determined your goals for the next 2-3 years
  • You strongly believe that this is the perfect 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

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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