Financial Planning Certificate Program

Challenge Status Path to CFP® Certification

by Heather Arkwright, Community Manager, CFP Board Earning your CFP® certification requires a commitment to learning and a solid grounding in financial planning. The required Capstone Course is valuable in that it allows you to integrate and apply the knowledge gained from your background and education in finance. The Capstone program takes you through the development …

Read more

CFP Board Changing Code of Ethics Even as Republican Lawmakers Try to Dismantle Fiduciary Ruling

By Kate Collier, BU Financial Planning Team Less than two weeks after the partial implementation of the Department of Labor’s controversial fiduciary rule, the CFP Board took measures to ensure that CFP® practitioners are held to higher standards when advising clients on all aspects of wealth management. What is the fiduciary standard? According to the …

Read more

Boston University and Keir Education paired up on a panel on “How to Slay the CFP Exam”

  I told my personal story of studying and passing the CFP exam in 2008 and Henrietta Nye went through the benefits and logistics of Keir’s live review options. Questions asked: Timing – How long to study and when to start: I recommend to start studying 2.5-3 months prior to the exam date. I tried …

Read more

New Estate Planning Model Takes Care of Families

By Vincent E. Bonazzoli, JD, AEP® Clients look to an estate planning attorney to create a plan so their affairs are in order. They desire to leave their family in good financial condition, without difficulties and with family harmony intact. Clients do not come to the attorney to simply receive documents or technical legal advice. …

Read more

The Family Meeting: An Essential Part of the Estate Planning Process

By Vincent E. Bonazzoli, JD, AEP® An estate plan is more likely to accomplish a client’s goals if the client is properly educated about estate planning, knows the mechanics of and regularly reviews his plan, updating it as necessary. Despite his understanding and knowledge, however, the client will not be there to actually implement the …

Read more

Boston University Maintains CFP Board-Registered Program Status for Certificate Program in Financial Planning

Boston, December 15, 2016 – Boston University in Boston, MA has maintained registration with Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a financial planning certificate program. An independent certifying organization, CFP Board owns the CFP® and Certified Financial PlannerTM certification marks, which it awards to individuals who meet its education, examination, …

Read more