Becker’s Trusted Partner for CFP® Education and Exam Prep

Your Accelerated Path to CFP® Certification Starts Here

  • CFP Board-Registered
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  • Accelerated Timeline
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  • Exclusive Discounts

Unlock Your Trusted Path to CFP® Certification with Becker & BIF

The Boston Institute of Finance (BIF) and Becker have entered an exclusive partnership to empower CPAs with a streamlined path to CFP® certification—now with exclusive Friends & Family pricing you won’t find anywhere else. Together, we can help you achieve your goals and go further in your career.

Accelerated Path Packages for CPAs

To become a CFP® professional, CPAs only need to complete a CFP Board-Registered Capstone course and pass the CFP® Exam. BIF offers flexible solutions tailored to meet your budget, schedule, and level of prep you need to succeed!

Capstone Course Only

$695

Demonstrate knowledge through case studies and preparing a comprehensive financial plan. 

Capstone + The Core BIF Review

$1,690 $1,495

Capstone and our essential CFP® Exam prep ideal for experienced candidates.

Capstone + The Premium BIF Review

$2,490 $2,195

Capstone and our intensive, instructor-led CFP® Exam prep course.

CFP® Education for non-CPAs

If you don't hold a CPA license or another approved credential, CFP Board requires you to complete a registered education coursework program. BIF’s program includes seven online courses, available as self-paced or instructor-led options to align with your learning preferences and busy schedule.

Self-Paced Education

$2,995

Fulfill your education coursework requirement with a convenient, self-paced program that includes 21 months of access.

Instructor-Led Education

$3,995

BIF's instructor-led cohort offers live, virtual classes for added support and accountability.

Why This Partnership Matters 

  • Together Becker and BIF are giving financial professionals a faster, smarter way to earn CFP® certification.
  • Fast-Track to Certification: Complete your CFP® education in as little as 9 months.
  • Flexible Options: Self-paced or live virtual classes designed for busy schedules.
  • Preferred Pricing: Exclusive savings for Becker customers.

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.