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Access: 21 months
Application deadline: Open enrollment, same day access.


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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 seven courses:

  • Introduction to Financial Planning
  • Risk Management
  • Investments
  • Tax Planning
  • Retirement and Employee Benefit Planning
  • Estate Planning
  • Capstone Course in Financial Planning

To learn more about these courses, please visit the program's Course Outline.

Looking for instructor-led, accelerated version, visit Virtual Classroom.

Announcement: The Online Financial Planning program is approved and recommended by The American Council on Education for college credits. Learn more here.

The Benefits Include:

  • Fully comprehensive online curriculum including all exams
  • No travel required
  • Pace of progress is user determined
  • Unlimited content access for up to 21 months
  • Access for help from an experienced financial planning tutor
  • Historically much higher than average pass rates
  • 14-day and 90-day call outs augmented by emailed progress reports will keep you on schedule for your exam
  • Certificate of Completion from Boston University (click here to view the certificate)

Additional Information:


What our students are saying:

"I am the CFO of an electronics company who is nearing retirement and was searching for a course to take that would be challenging and educational. The Boston Institute of Finance's Financial Planning course was exactly what I sought. The course covered six major topic areas in great detail and each topic was thoroughly covered. The material was presented well with the online chapters supplemented by text book readings and assignments. As a result of this course, I have decided to pursue becoming a Certified Financial Planner. Currently, I am re-studying the materials in preparation for the CFP exam. I would recommend this course to anyone who desires to become a Financial Planner and who has the stamina and determination to complete the course." - Glen E. Winter, Winter Associates

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Boston Institute of Finance

Copyright ©2012 Boston Institute of Finance - All Rights Reserved

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP(with flame logo) 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(with flame logo) 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.