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 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 Carolynn Tomin, CFP®. 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:
"I admit I was trepidatious about taking an online course as the only means of study for the CFP® Certification exam. But Boston University's program was great. I loved the review questions throughout the courses and at the end of the chapters-they really showed you what you needed to work on. I'm happy to report that I passed the July 2007 exam on my 1st try and from start to finish, did it in less than a year. Thank you to Boston University and team."
- Angela DeLion
, Ameriprise Financial
"The Boston University Online Financial Planning program is the easiest, most cost effective way to get the required courses out of the way to sit for the CFP. You won't have to keep taking the quizzes/tests over and over again, but if you have to there is no additional cost. Plus, you just do it on your own time. I'm glad I did it through them. (P.S. I passed the CFP on my first try.)"
- Donna Lea
, National Planning Corporation
"If knowledge is power, this course from Boston Institute of Finance is a generator. I'd recommend this program to any and every financial professional looking to expand their horizons."
- Chris Shultz
, The Advantage Retirement Group
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in the U.S., which it awards to individuals who successfully complete CFP
Board's initial and ongoing certification requirements.