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CFP® Program

Self-paced and fully online program
Complete in less than one year

Rolling enrollment

Rolling Enrollment

Self paced


Above average pass rates

Exceptional Pass Rates

Fully online

Fully Online

Enroll and Save $2,570
including a FREE CFP® Exam Review and $500 toward your exam fee!

Premium Package — Best Value

Save $2,570
vs. purchase of 7 individual courses,
books, and exam review

Finish in as fast as 9–12 months
21-month Online Access
7 Courses
Books Included
Free Exam Review Included*
$500 Reimbursement toward CFP® exam fee!

$6,295 $4,995

Enroll Now

Core Package

Save $1,270
vs. purchase of 7 individual courses
and books

Finish in as fast as 9–12 months
21-month Online Access
7 Courses
Books Included


Enroll Now

*The CFP® Exam review class is not a BU course and is provided by an independent vendor.

Individual Courses

Does not include books or exam review

Enroll Now

Learn more about your path to CFP® certification with BU.

Watch a replay of our program overview webinar with Program Director Phuong Luong, CFP®.

Experience World-Class Education at Boston University

The Financial Planning program is an interactive, multimedia educational experience that meets the educational requirements to sit for the CFP® certification exam and can open doors to exciting career opportunities.

Flexibility Meets Lifestyle with BU’s CFP® Program

Time is money, so learn at your own pace with Boston University’s online Financial Planning Program. With rolling enrollment, you can start any time of the year with 24/7 access to course content, including instructional webinars and videos. Study on your own schedule and at your own pace, with expert guidance from Boston University’s esteemed instructors, each of whom is a CFP® professional. Plus, with a facilitator available via email and dedicated to your success, you’ll have the support you need every step of the way.

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Our Graduates Excel on the CFP® Exam

Over the last 10 years, 86% of the BU students that sat for the CFP® Exam passed the exam! With an industry-leading pass rate, over 350 graduates annually, and an acclaimed 40-year-old program, we’re invested in your success.

Not All CFP® Programs Are Created Equal

What makes Boston University’s Financial Planning Certificate Program the right choice for me?

We know you need a program that fits into your busy lifestyle, so our financial planning program lets you study on your schedule. You’ll have the flexibility to learn at your own pace with 24/7 access to a range of top-notch instructional materials, including webinars and videos on topics ranging from investments and securities to tax and retirement planning. Once you’ve completed our certificate program, you’ll be ready to make your next big career move in the financial planning industry.

How does Boston University’s CFP® exam pass rate compare to other programs?

Over the last 10 years, 86% of the BU students that sat for the CFP® Exam passed the exam! Our program ranks well above the national average and our competitors. BU’s industry-leading instructors, who are also practicing CFP® professionals, are here to help so that you can take the exam with confidence.

What are the different options for enrolling in the program?

Our Premium Package offers the best value with an average of 15% or $2,570 in savings compared to purchasing the 7 individual courses, books, and CFP® exam review separately. It includes 21-month online access to 7 courses along with books and a free CFP® exam review for $4,995. This package includes all the resources you need to reach your goals while affording you the flexibility to complete the program in 9, 12, 18, or 21 months.

The Core Package offers $1,270 in savings compared to purchasing 7 individual courses and the required books separately. For $4,995, you’ll receive 7 courses that you can access online for 21 months as well as the books you’ll need for each course.

You can also purchase courses individually at full price. This option provides you with 3 months of access to a selected course and may be the right choice for individuals who need more time to progress through the program.

Gain a Competitive Edge in a Growing Profession

Invest in yourself and your future with Boston University’s Financial Planning program. With a curriculum that covers everything from investment planning to estate planning, you’ll gain the skills and credentials you need to navigate the constantly evolving landscape of financial planning. Over the next decade, the finance industry is projected to experience significant growth, so make a career move that pays off and get started today.

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The BU program did an excellent job of providing me with the foundational knowledge I needed to pass the exam, even with limited professional experience. I’m now on my way to fulfilling the hour requirement. The BU Financial Planning program had resources and opportunities for me at every stage of the educational process. I feel tremendously grateful for the well-rounded educational experience I had at BU!

Abraham Kirby-Galen, Single Point Partners

The Boston University program is convenient for working professionals. I was able to access the program from any computer and take the reading with me on the go. Also, the quizzes and tests were very helpful in solidifying the information I had learned.

Rebecca Clark, CFP®, The Vanguard Group

Boston University’s Financial Planning Program online was a great program for preparing for the CFP® Exam. I learned all the needed topics covered on the exam, but what I found most beneficial was that you can work at your own pace on your own computer.

William H. Bender II, CFP®, Merrill Lynch
More Testimonials

Invest in Your Career with Boston University

To learn more, contact an Enrollment Advisor at +1-617-502-8822 or complete the form below.

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