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.