Industry-Leading CFP® Education and Exam Prep

Corporate CFP® Training Partnership Programs

  • 32,000 Graduates
    • |
  • Flexible Online Format
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  • Self-Guided & Instructor-Led Programs
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BIF Corporate Partnerships for Employees

Boston Institute of Finance partners with numerous financial institutions and organizations to provide CFP® Board-approved Education and Exam prep to their employees. If you’re ready to become a CFP® professional and enjoy new career opportunities, higher earning potential, and greater trust and prestige from peers and clients, you may be eligible for discounted or even free tuition. Connect with us today to learn more!

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Connect with BIF

Is Your Organization a BIF Partner?

If yes, you are eligible for discounted CFP® Education & Exam Prep tuition! Fill out the form and we will be in touch shortly.

If no, the list above is not comprehensive, so you should still fill out the form! We will chat soon.

Partner with BIF 

Having CFP® professionals on your team can attract more clients, provide more value-added services, and elevate your organization’s reputation for excellence while empowering your employees with greater professional opportunities. BIF provides premium, CFP Board-approved Education and CFP® Exam prep at an enterprise level to help your employees earn their certification and meet both organizational and personal goals. 

Why Choose BIF for Your Organization?

Certification Paper

High-Pass Rate

BIF students have a pass rate well-above industry average, so you can feel confident investing in our CFP® programs.

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Practical, Premium Curriculum

BIF's comprehensive and practical CFP® curriculum is designed to drive success for your employees on exam day and for their clients in practice.

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Streamlined, Fast-Track Programs

Our instructor-led CFP® Education and Exam Prep programs enable students to satisfy CFP® Board's Education and Exam requirements in under 12 months.

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Cost-Effective Solutions

BIF's CFP® Education and Exam Prep programs fit into your L&D budget without sacrificing the high-quality you expect and your employees deserve.

"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.

"Having this recognizable credential is going to help me bring in more business and be a better advisor for my clients — and Jerry Mee's calculator walkthroughs and weekly check-ins made sure I actually understood the material, not just memorized it."

Eric G.

"This credential gives me credibility, sets me apart from my peers, and honestly, just makes me more confident in myself. As a visual and auditory learner, the sheer quality of BIF's videos made the difference."

Stephen F.