| Price: |
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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:
"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
"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 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
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in the U.S., which it awards to individuals who successfully complete CFP
Board's initial and ongoing certification requirements.