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Boston University Online Program for Financial Planning



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:

"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.
 
"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 did not realize how well this course prepared me for the exam until after I took it. I am proud to say I passed the CFP exam on my first attempt."
 
- Dustin Rector , Larry Banmwald insurance Agency, Inc.
 

Call a friendly program consultant with questions at 1-800-329-4996.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM 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 PLANNERTM 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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