Fast-Track CFP® Certification with Becker and BIF

Your Accelerated Path to CFP® Certification Starts Here

  • CFP Board-Approved
    • |
  • Convenient Bundles
    • |
  • Exclusive Discounts
Enroll Now

CPAs can fast-track to becoming a CERTIFIED FINANCIAL PLANNER® (CFP)

Instead of completing a full CFP Board-registered coursework program, you can jump straight to the required Capstone Course to demonstrate your knowledge, then start studying for the CFP® Exam. This accelerated path can reduce certification time for CPAs from over a year to just a few months. 

Even better, Boston Institute of Finance (BIF) is partnering with Becker to provide you with special pricing for our Accelerated Path Bundles that make it even easier to meet your CFP® certification requirements and pass the exam. 

Accelerated Path CFP® Bundles

Capstone Only

$695

Enroll Now

Capstone + The Core BIF Review

$1,690 $1,495

Save $195

Enroll Now

Capstone + The Premium BIF Review

$2,490 $2,195

Save $295

Enroll Now

Are You Eligible for the CFP Board Accelerated Path? 

Yes! Having your CPA license makes you automatically eligible for the Accelerated Path. You’ve already gained the relevant and foundational knowledge CFP® professionals need, so the next step is just proving you know how to put the financial planning knowledge into action with a Capstone Course.  

In addition to completing the Capstone Course, all CFP® candidates must fulfill the following requirements: 

  • Pass the CFP Exam
  • Gain 6,000 hours of relevant experience (or a 4,000 hour apprenticeship)
  • Pass a background check and sign that you will uphold CFP Board’s Code of Ethics and Standards of Conduct  

Why Becker Partners with BIF

Convenient Bundles

Easy Online Access

Bundle the Capstone course with The BIF Review,  and use our industry-leading CFP® Exam prep for a streamlined path to getting exam ready.  

High-quality Content

BIF’s Capstone and exam prep content are designed to get you ready to pass the CFP® Exam and excel in your financial planning career.  

Exclusive Discounts

Becker partners with BIF to offer their customers exclusive discounts that make CFP® Certification even more accessible 

Connect with a Student Advisor

Fill out the form to the right to connect with a student advisor and find out how BIF's Accelerated Path bundles offer a fast track to meeting your career goals!

Frequently Asked Questions

What is the Capstone Course?

CFP Board requires all CFP® candidates complete a Board-registered Financial Planning Capstone Course. This course ensures candidates can apply essential financial planning concepts to real-world scenarios through case studies, culminating in the creation of a complete financial plan. 

 

How long does it take to complete the Capstone?

While BIF provides three-month access to the Capstone, most students finish it in just two weeks!  

Do I have to take an Accelerated Path?

If you’re a CPA, but want to brush up on skills related to estate planning, tax planning, and other facets of financial planning, BIF’s CFP® Education program is both efficient and comprehensive. We also offer individual courses so if you just need to build up your knowledge in one or two key places, that’s a fast, affordable option.  

What is the CFP® Exam?

It’s a single exam consisting of 170 multiple-choice questions related to eight topics:  

  • Professional Conduct and Regulation (8%) 
  • General Principles of Financial Planning (15%) 
  • Risk Management and Insurance Planning (11%) 
  • Investment Planning (18%) 
  • Tax Planning (14%) 
  • Retirement Savings and Income Planning (18%) 
  • Estate Planning (10%) 
  • Psychology of Financial Planning (7%) 

How long does it take to pass the CFP Exam?

It depends on how comfortable you are with the material and how much time you take to study. But The BIF Review is an 8-week course that goes over exactly what you need to know to pass the exam, so many of our students are exam ready in just a few months.  

If you passed the CPA Exams, you can definitely pass the CFP® Exam with the right prep.