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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.

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:

"The program was great for me. I am not the type of person that learns best in a classroom environment. Being able to go through the material self-paced at my convenience made the challenge of preparing for the CFP much easier."

 

- David Burke

 

"When choosing a provider of the CFP® course work, I decided on Boston University. The primary reason was the ability to work at my own pace and at any time day or night. A secondary reason was that it is a great value. The format was easy to follow, covered the necessary material and they provided the necessary support on the few times questions came up. I just got the results of the CFP® July 2007 test and I was in the 51% who passed on the first attempt. I made the right choice relying on Boston University. Thank you."

 

- Michael D. Chamberlain , Chamberlain Financial Planning LLC

 

"The CFP program offered by Boston University is excellent. The lessons are comprehensive and the layout makes it easy to learn. The program allows you to enhance your current knowledge as well as develop new areas of expertise. I thoroughly enjoyed the program. Thank you BU and staff for providing such a well needed educational tool."

 

- Vyone Clendinen

 

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