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…
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…
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:…
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…
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…
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….