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

Your CPA Credential Opened the Door. CFP® Can Expand What's Possible.

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.

Why More CPAs Are Adding CFP®

As a CPA, your clients already trust you with some of their most important financial decisions. Becoming a CFP® professional allows you to expand those conversations beyond taxes and compliance into:

Retirement planning
Investment planning
Estate planning
Risk management
Comprehensive financial planning

Instead of referring opportunities elsewhere, you can help clients build a complete financial strategy

while strengthening long-term relationships.

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Fill key financial planning knowledge gaps 
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Complete the required Capstone Course 
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Prepare for the CFP® exam with Premium BIF Review 
Recommended

CFP® Accelerated Path Bundle

$3,470 $2,776

Build the knowledge foundation you need to pass the CFP® Exam. Combine optional foundation-building coursework, the Accelerated Path's required Capstone course, and the Premium BIF Review to prep with confidence.

Capstone + The Premium BIF Review

$2,490 $2,195

Learn alongside CFP® instructors and peers through live virtual sessions designed to keep you accountable and on track. 

Capstone Course Only

$695

Already comfortable with financial planning concepts? Complete the required Capstone course and satisfy the CFP Board education requirement for CPAs.

Becker Students Save More

Already a Becker student? Get an additional discount on the CPA Accelerated Path Bundle with code BECKERVIP.

FREE WEBINAR

Is the CPA + CFP® Worth It?

Get the answer from professionals who know both paths. Learn how the accelerated path works, what to expect, and how adding the CFP® certification can expand your value to clients and your career.

 

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.

Recommended

Instructor-Led Education

$3,995

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

Self-Paced Education

$2,995

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


Why We Recommend Instructor-Led

Many CPAs can qualify for an accelerated CFP® education path, but our instructors often recommend starting with Instructor-Led coursework. It helps reinforce financial planning concepts before the CFP® exam, giving you a stronger foundation and reducing the need to revisit topics later.

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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

Can I skip CFP® coursework if I’m a CPA, CFA®, CIMA®, or CLU®?

Yes. CFP Board’s Accelerated Path allows qualifying professionals to skip most standard coursework. You’ll still need to complete the Capstone course and pass the CFP® Exam. BIF offers optional courses to help fill knowledge gaps before exam day.

What’s included in the CPA Accelerated Path Bundle?

Six courses: four optional foundation courses, the required Capstone course, and Premium BIF Review for exam prep.

How long does the CFP® Capstone course take?

Most students finish in about two weeks. The course is 100% online and includes three months of access.

 

How much does the CFP® Accelerated Path cost?

Choose the option that fits your needs:

  • Capstone: $695

  • Capstone + Premium BIF Review: $2,195

  • Designation-specific bundles: Save 20% when you bundle foundation courses, Capstone, and exam prep.