A COMPREHENSIVE CFP® SOLUTION FOR OSAIC EMPLOYEES

Boston Institute of Finance + Osaic

Exclusive Partner Discount   |   Flexible Pacing   |   Learn from Dynamic CFP® Professionals

Save 10% on CFP Education Bundles
BENEFITS OF THE BIF + OSAIC PARTNERSHIP

100% Online, CFP Board-approved coursework

  • Flexible, self-paced and accelerated, instructor-led learning programs available
  • Proactive, personalized support keeps you on track
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CFP Exam Prep

BIF's Progressive Training Method leads to CFP Exam Day Success

  • The BIF Review's straightforward, 8-week progressive study schedule is proven to maximize retention
  • Clear, concise materials centered on testable exam concepts and topics
  • Innovative, team-based instruction ensures true subject matter experts cover each of the 8 topic areas
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BIF | Bryant CFP® Education

Our 7-course bundles include 21 months of program access. The Instructor-Led option puts you on pace to complete in 8 months. The BIF Review can be included now for more savings or added later.
Best Value

Instructor-Led Education + The Premium BIF Review

$5590$5031

Combines BIF's structured, instructor-led CFP® Education Program with BIF's most comprehensive Exam Prep course, The Premium BIF Review.

  • BIF's accelerated Instructor-Led cohort puts you on pace to satisfy CFP® Board's Education coursework requirement within 9 months.
  • 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
  • Participation in a future Premium BIF Review course, and
  • 1 free Premium BIF Review course retake is included.

Instructor-Led Education + The Core BIF Review

$4890$4401

Combines BIF's structured, instructor-led CFP® Education Program with BIF's straightforward, self-guided Exam Prep course, The Core BIF Review.

  • BIF's accelerated Instructor-Led cohort puts you on pace to satisfy CFP® Board's Education coursework requirement within 9 months.
  • 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
  • Participation in a future Core BIF Review course is included.

Instructor-Led Education Only

$3995$3596

Satisfy CFP® Board's Education coursework requirement with BIF's structured, instructor-led CFP® Education Program.

  • BIF's accelerated Instructor-Led cohort puts you on pace to satisfy CFP® Board's Education coursework requirement within 9 months.
  • 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
Best Value

Self-Paced Education + The Premium BIF Review

$4690$4221

Combines BIF's convenient, self-paced CFP® Education Program with BIF's most comprehensive Exam Prep course, The Premium BIF Review.

  • 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
  • Participation in a future Premium BIF Review course, and
  • 1 free Premium BIF Review course retake is included.

Self-Paced Education + The Core BIF Review

$3940$3546

Combines BIF's convenient, self-paced CFP® Education Program with BIF's straightforward, self-guided Exam Prep course, The Core BIF Review.

  • 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
  • Participation in a future Core BIF Review course.

Self-Paced Education Only

$2995$2696

Satisfy CFP® Board's Education coursework requirement with BIF's convenient, self-paced CFP® Education Program.

  • 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.

Our curriculum is mobile friendly. Study on-the-go!

Listen in the car. Watch on the train. Whatever works for you.

Mobile Friendly

BIF Has 2 Goals

Nothing more, nothing less.

1

Goal #1 is PASSING the Exam. Our materials are packed with helpful Exam Tips from start to finish. We intentionally keep the Exam front-of-mind, which results in progressive Exam Prep throughout the journey. This minimizes the need to cram late.


Exam Tip: Homeowners insurance policies are split into two major sections, Section 1, which provides insurance protection on the homeowners property, and Section 2, which provides liability coverage. Listen in for important exam-related information on the separate coverages within each Section.

Actual Exam Tip Box from BIF/Bryant CFP® Education Program.

2

Goal #2 is enabling students to enhance their practice while studying. The BIF Crew highlights key topics that may help clients in real-time. Many students successfully implement new knowledge well before they officially earn the CFP® marks.


Practitioner Advice: Special rules for determining basis apply to the 'basket purchase' of real estate & land. Listen in for an explanation of how basis is established on a real estate 'basket purchase' and what this means to a building owner.

Actual Practitioner Advice Box from BIF/Bryant CFP® Education Program.

Need Help

Have Questions?

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