| Price: |
|
See price list |
| Access: |
18 months |
| Application deadline: |
Open enrollment, same day access. |
The Boston University Online Program for Financial Planning, developed in partnership with Boston Institute of Finance, is the 21st Century version of one of the nation's oldest classroom-based programs for financial planners. Students who complete the program will fulfill Certified Financial Planner Board of Standards Inc. (CFP Board) requirements for instruction leading up to the CFP® Certification Examination.
The Program consists of six courses:
- Introduction to Financial Planning
- Risk Management
- Investments
- Tax Planning
- Retirement and Employee Benefit Planning
- Estate Planning
To learn more about these courses, please visit the program's Course Outline.
Looking for instructor-led, accelerated version, visit Virtual Classroom.
Additional Information
BU has been training financial planners since 1981 and is the most prestigious private university in the country to offer the CFP® certification program online. It is the 4th oldest in the country and the largest CFP® Certification programs in New England and the 4th largest independent university in the nation.
The Boston University Program for Financial Planning is currently under the direction of Robert J. Glovsky, JD, LLM, CFP®, CLU, ChFC, one of the nation's leading financial planners. Boston University's premier online program was designed specifically to be user friendly and affordable. You can expect the best content, highest pass statistics, and most cost effective tuition of any competitive program. It was developed in partnership with Boston Institute of Finance.
Program advisory board members include the following:
Robert J. Glovsky, JD, LLM, CFP®, ChFC, CLU, President, Mintz Levin Financial Advisors, LLC
Herbert K. Daroff, J.D., CFP®, Baystate Financial Services, Estate and Business Planning
Roy T. Diliberto, CFP®, ChFC, CLU, Chairman and CEO, RTD Financial Advisors, Inc.
Karen Mineo, Vice President, Producer Training Group, Merrill Lynch and Co.
Jack Sharry, President, Private Client Group, Phoenix Investment Partners, Ltd.
Testimonials:
"Boston University's Online Program was a comprehensive program that I felt provided me with foundation needed to prepare me for the CFP Board Exam. The online convenience made it easy to incorporate my study schedule into my busy life. I also felt the certificate I earned was an added benefit."
- Sarah Bresee
, Chemung Canal Trust Company
"I found that the Boston University online format was just what I needed to accelerate my personal study program. I passed the CFP Board Exam in November 2006 on my first attempt."
- Joseph Knarr
, Ameriprise Financial
"Having a graduate degree in Computer Sciences, I entered the program with some reservation, and considerable expectations regarding the interface, functionality, and effectiveness of a distance-learning program. Thus far, the Boston University program has not disappointed me. I have found the program easy to navigate, intelligently designed, and intuitive in nature. The course content, study materials, and practice tests seem well integrated, and provide a positive learning experience. I have already found real-world application to the concepts taught, and the program has quickly become an important element in my professional development. I am confident that I will not only pass the CFP® Exam, but will emerge as a more effective member of the financial planning community."
- Art LaNata
, BancFirst, Inc.
|
in the U.S., which it awards to individuals who successfully complete CFP
Board's initial and ongoing certification requirements.