| Price: |
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$2,595.00 |
| Access: |
18 months |
| Application deadline: |
Open enrollment, same day access. |
The Boston University Online Program for Financial Planners, 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.
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 Planners 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:
"This program was great since it gave me control of when and where to study. Not being forced into a timeslot was the key for me passing this exam quickly as compared to others who attended a live course"
- Brian Doughney
, Ernst & Young
"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
"As a do-it-yourself person, I truly enjoyed the self paced nature of the Boston University Online Financial Planner Program. I also highly recommend the online program for its convenience and flexibility. I started the program in August 2007 and while working full time, successfully passed the CFP Exam in November, 2008."
- Christine M. Raines
, Strategic Financial Partners, Denver, CO
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in the U.S., which it awards to individuals who successfully complete CFP
Board's initial and ongoing certification requirements.