Boston University’s CFP Board-Registered Program satisfies the coursework requirement for CFP® certification and has been named among the top schools for financial planning education by Financial Planning magazine.
Study on your own schedule and at your own pace, with guidance from Boston University’s esteemed instructors, each of whom is a CFP® professional.
The online program offers a unique combination of flexibility and personalized instruction:
Rolling admissions. Gain course access within 1 week of registration.
Asynchronous, self-paced access to course materials 24/7 to Blackboard learning platform with bi-weekly live instructor-led webinars.
Facilitator to answer your questions.
Meeting the demands of today's financial planning students – providing a CFP® education focused on quality and rigor.
Choose your pacing – individual 3-month long courses or up to 21-month full program access for all 7 courses, with pacing guidance to let you customize your education.
Combined savings of over $3000 compared to purchase of 7 individual courses, books, and exam review
21-month Online Access
Books Included
7 Courses
Exam Review Included
Combined savings of over $1000 compared to purchase of 7 individual courses
21-month Online Access
7 Courses
Introduction to Financial Planning Price: $695
Insurance and Risk Management Price: $695
Investments Price: $695
Tax Planning Price: $695
Retirement Planning and Employee Benefits Price: $695
Estate Planning Price: $695
Capstone Course in Financial Planning Price: $995
BU is an approved provider for the Accelerated Path Program. The CFP Board has identified specific academic degrees and professional credentials as fulfilling most of the education coursework requirement for CFP® certification. If you meet the requirements, you can sit for the CFP® Exam after you have completed only the Capstone Course in Financial Planning. Capstone Course in Financial Planning: $995
Access course content
24 hours a day, 7 days a week, including new bi-weekly instructional webinars, a library of recorded webinars, videos to enhance course content, assessments, Ask the Facilitator, and discussion boards.
Boston University’s online Financial Planning Certificate Program consists of seven courses. You can enroll in one of our packages that include all 7 courses over a 21-month period, or enroll in individual courses with 3 months of access per course. Explore the variety of subject areas required for the CFP Board exam.
Introduction to Financial PlanningInsurance and Risk ManagementInvestmentsTax PlanningRetirement Planning and Employee BenefitsEstate PlanningCapstone Course in Financial Planning