25 years of excellence
About Boston Institute of Finance
- 32,000 Graduates |
- Industry-Leading CFP® Education and Exam Prep |
- Flexible, Online Formats
BIF's Mission Statement
Boston Institute of Finance provides the best value in CFP® Education and Exam prep through high-quality instruction, proactive support, and comprehensive yet straightforward materials. We are dedicated to ensuring the financial service professionals achieve their career goals and are prepared to better serve their clients and their profession.
About BIF
Boston Institute of Finance was founded in 2001 to provide the best educational experience to CFP® candidates. We were the first to offer a CFP Board-approved education program in a 100% online format, providing a pathway to CFP® certification for more candidates.
BIF continues to evolve to meet the needs of our students in the following ways:
- Rebuilding our Learning Platform for a more streamlined experience to better meet students’ needs.
- Creating The BIF Review, an industry-leading CFP® Exam prep course built using a Progressive Training Method to maximize knowledge retention so students are ready to pass the exam
- Entering a strategic partnership with Securities Training Corporation to provide CFP® CE and additional financial services licensing opportunities to support the lifecycle of a CFP® professional’s career
Why Choose CFP® Certification?
Earning a CFP® certification or having CFP® professionals on staff can be a key differentiator for individual financial professionals and firms who want to improve the quality of their service and gain a competitive advantage. Research conducted by Aite Group provides the following insights:
- CFP® provides a competitive edge, with 83% of professionals reporting a competitive advantage.
- 73% of CFP® professionals surveyed believe earning the certification has had a positive impact on client trust and confidence
- Practices with CFP® professionals generate 40% more revenue than firms without
- Practices with CFP® professionals attract 53% more high net worth clients than firms without
As individuals’ and businesses’ finances grow more complex, you, or your firm need to be better prepared to meet your clients’ needs which have evolved beyond standard investment planning. Now, today’s financial planner should have advanced knowledge of budgeting, retirement planning, tax strategies, and insurance needs to create a holistic financial landscape for your clients.
Earning a CFP® certification, or having CFP® professionals in your firm proves the knowledge, skills, and expertise prospective clients depend on.
Meet the Instructors Behind BIF
Learn from experienced CFP® professionals who bring real-world expertise and guidance to your CFP® journey.
"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.
"What impressed me most was how BIF condensed the material down to what actually mattered for the exam, organized it logically, and showed how all the pieces connect — plus a schedule that actually kept me on track."
Roger D.
"Jerry Mee doesn't just explain things clearly — he's not afraid to admit when he doesn't know something, and that honesty is what made him so motivating to learn from."
Thornton H.
"The whole BIF crew is amazing, but Jerry Mee really carries a lot of the student-facing work — he's especially great at supporting newer instructors as they come on board. I'd recommend this program highly."
Matt H.
"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.
CFP® Education Demo
Try BIF’s CFP® Education Free for 30 Days
See firsthand how we’ve helped 32,000 CFP® candidates meet their coursework requirements with our industry-leading CFP® Education program with a free 30-day demo.