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Boston University Online Program for Financial Planners


Testimonials


What our students are saying...

"Boston University Online Financial Planning Program is an engaging and exhaustive option for continued professional development in the field of financial planning."
 
- Harold Flecker , Merrill Lynch
 
"I enrolled in the program unsure of what I was getting into, but it proved to be a great decision. Given my work and family demands, I'm not sure I would have completed the CFP education requirement without the BU online program. When I took the CFP exam, I came to appreciate the program's rigor. I felt well prepared for the exam and as a result I passed the CFP exam on my first attempt in July 2007"
 
- David McPherson , Four Ponds Financial Planning
 
"This is a great program for the self-motivated individual who has an unpredictable schedule. It worked for me and helped me pass on my first try (July 2007)"
 
- Sonny Gancaygo , Merrill Lynch
 
"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
 
"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
 
"Doing the courses online made it possible for me to finish the class work and schedule the exam for a time more convenient for me. I was able to work at my own pace on my own schedule. The setup was easy, the subject matter was well laid out, and I felt that all the information I needed was available. Being able to take the courses online was a tremendous help."
 
- Beth S. Milkovits , Tofias Financial Advisors LP
 
"The broad understanding of the entire financial planning process has not only helped clean up my own financial house, but also enabled me to help many other relatives and friends with planning issues. I feel the knowledge and insights I gained were well worth the tuition."
 
- Captain Samuel Barlow , US Airways
 
"I recently completed the Boston University's Online Financial Planner program. I am very satisfied with the scope and depth of the course material and the professionalism of the support staff. The online course and the supplemental text books provided me with the detailed knowledge base required to sit for the CFP Board Examination. I am an Information Technology professional with limited prior exposure to the Financial Planning material and was able to pass the CFP® Certification Examination in March 2007 on my first attempt thanks to Boston University and examination preparation course. Kudos to the team at Boston Institute of Finance."
 
- Austin M Neary , Kensington Systems Design Inc.
 
"I felt that the Boston University program prepared me much better than the other programs that were discussed. The testing and retesting is a great way to learn, especially, if you take the time to get your scores up above 80. Going back through the text books and re-reading the topics was a big help in understanding the interpretation of the questions. My colleague is now following in my footsteps. Thanks, it was a great learning experience and a thrill to pass the November 2006 test on the first try."
 
- Karen Numi , UMB Financial Services, Inc.
 
"After 15 years of practicing pharmacy, I decided to start another career. Boston University helped me achieve my goal. The classes were very detailed and, in 2007, I hope to open my own financial planning practice."
 
- Robert A Gibson
 
"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
 
"I wanted a program that was comprehensive, prestigious yet economical and self-paced. Boston University's program enabled me to complete the coursework in only 7 months and pass the CFP Board exam at my first attempt. This program is highly recommended for anyone who values their time and money."
 
- Jeffrey M. Joy, Ferris , Baker Watts, Inc.
 
"The online program for financial planners was the perfect preparation course for a busy financial advisor. It gave me the freedom to make my own schedule, and move through the material at my own pace. I did not want to attend classes and spend two or three years satisfying the education requirement. The online program allowed me to do it all in about a year. I inform all of the potential CFP candidates I meet of the availability of the BU online program."
 
- Samuel B. Baldwin CFP® , Spencer Financial, LLC
 
"Boston University's online financial planning course was great. I worked at my own pace from my home office and passed the July 2005 exam without taking an expensive review course. By re-taking the course finals to identify the areas where I was weak, I was able to focus my study where it was needed and face th exam with confidence. I highly recommend Boston University's program."
 
- Tom Bristow , Principled Advisors
 
"I just completed the intro to Financial Planning course. I was truly impressed. I have been in this business for 15 years, and already very familiar with many of the topics. It was nice to be able to work at my pace and focus on the areas that I need to strengthen."
 
- Richard Jennings , KNBT Securities
 
"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.
 
"When I decided to register for the financial planning course through Boston University, I expected to complete the course within eight months, although registration provided the opportunity to take eighteen months. I found the course followed a logical and concise learning path that allowed me to accelerate my review, so I was actually able to complete the entire program within six months. I did this, with discipline, while employed, without taking time away from my full-time employment. As a result, I applied to take the CFP® Certification Examination four months earlier (July 2004). I am pleased to report that, on my first attempt, I received a passing grade. My sincere thanks to Boston University and Boston Institute of Finance for developing the course."
 
- Thomas Briers , Financial Planner
 
"Well done. Great text. Tough material. Fair final. I learned a lot. Thanks."
 
- Vern Shipley , Merrill Lynch
 
"I can tell you that I have worked in the financial industry all my life. When I took the course, I was pleasantly surprised at the thorough approach to all the topics it covered. It was also challenging and never tedious. I highly recommend the course to all who have an interest in expanding their financial knowledge base and especially the "Old Dogs" in the crowd. This most definitely gives credence to the fact that they too can learn some "new tricks". Keep up the good work!"
 
- Thomas M. Serio , US Bancorp Fund
 
"The course was self-motivating - it gave me a positive attitude to continue to do my best. I have a whole year to go back for more knowledge. Boston Institute is there for you!! If you call, they're on it! Was it expensive? Not a bit!"
 
- Les Cummings , Fringe Benefits Design
 
"I liked being able to go through the module as often as I wanted. Being able to call/email an instructor was very helpful. The "homework" assignments were a big help."
 
- Jim Lund
 
"As Portfolio Manager for a hedge fund, I am very busy with my day to day trading activities. I needed a program of study that was flexible and fit into my schedule. With the Boston University Online Program for Financial Planners, I could study online when I wanted to and from whatever location."
 
- David F. Tomasetti , Tomasetti Investment, L.P.
 

Call us with questions 1-800-329-4996

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP 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 PLANNER and federally registered CFP 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.

Boston University is a CFP Board approved educational institution providing the instruction leading up to the CFP Certification Examination. It does not determine individual's eligibility, qualification, or any other condition required to acquiring and maintaining the CFP Certification. Boston University is not responsible for information beyond the education program it offers. Individuals must contact CFP Board at http://www.cfp.net for all matters regarding the acquiring and maintaining of the CFP Certification. Boston University partners with the Boston Institute of Finance to bring the Boston University Financial Planner program online. All of the course content is developed and provided by Boston University.

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