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Industry-leading CFP® Education & Exam Prep

Your Path to CFP® Certification Starts Here

CFP® Education

Starting at just $2,995

Complete your CFP® Education coursework in less than 8 months with BIF’s CFP Board-approved programs. BIF provides Self-Paced and Instructor-Led options to give you the flexibility, support, and value you need to satisfy the education requirement and move on to the Exam.

CFP® Exam Prep

Starting at just $995

The BIF Review’s 8-week progressive study schedule prepares you to pass the CFP® Exam through concise, syllabus-aligned materials and weekly sessions taught by experienced CFP® professionals. We cover exactly what you need to know so you are fully prepared for success.

Your Path to CFP® Certification

Discover What Makes BIF the Right Choice for Your CFP® Education

High-Pass Rate

Best Value

Receive accessible tuition without sacrificing the premium content you need to be both exam and career ready.

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Subject Matter Experts

BIF instructors are CERTIFIED FINANCIAL PLANNER™ professionals who teach with real-world experience to help you understand, retain, and apply.

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Fast Track to Certification

BIF’s online CFP® Programs are streamlined so you can complete your Education and Exam Prep in less than a year.

CFP® EDUCATION

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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Boston Institute of Finance’s Proven CFP® Programs Lead to Career Success

32 k+

Graduates

25 yrs

of CFP® Excellence

2.5 k+

Current Students

"BIF's instructors are truly best in class — you can tell they care about every student. The fact that they remembered me personally kept me motivated all the way through. Jerry and the team never just gave us the 'what,' they always explained the 'why.'"

Barbara F.

"The structure was exactly what I needed — focused and direct, with none of the extra fluff you don't actually need to pass. I used BIF material exclusively and passed, and I think that says a lot about how thorough the review program really is."

Anthony S.

"I loved the flexibility and the resources — I could fit BIF into my life instead of rearranging my whole life around studying. It felt like smart value, not just a cheaper option."

Maria D.

"This designation gives me real confidence heading into the next phase of my career. The CFP® marks give me credibility and are already opening new doors within my firm."

Cody W.

"BIF does a great job speaking to different learning styles. The structure and timing of the curriculum made it realistic for me to actually study as a busy parent."

Michael K.

CFP® Resources: BIF Bites Podcast & More

Estate Planning Fact or Fiction?

Estate Planning Fact or Fiction?

Think you know your estate planning rules? Put them to the test.

In this episode of BIF Bites,...

CFP® Exam Study Guide: How to Prepare and Pass the CFP® Exam

CFP® Exam Study Guide: How to Prepare and Pass the CFP® Exam

Preparing for the CFP® exam can feel like climbing a mountain of textbooks with a calculator in one...

How Difficult is the CFP® Exam? A CFP® Instructor Explains the Mistakes That Sink Candidates

How Difficult is the CFP® Exam? A CFP® Instructor Explains the Mistakes That Sink Candidates

Every exam cycle, roughly one-third of CFP® candidates leave the testing center without a passing...

Spousal Social Security Explained: Rules Every CFP® Candidate Should Know

Spousal Social Security Explained: Rules Every CFP® Candidate Should Know

Social Security is one of the most tested and misunderstood topics on the CFP® exam. In this...

BIF BITES

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