| 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 Planners 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.
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.
The Boston University Program for Financial Planners 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.
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 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.
"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
"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.