Financial Planning Certificate Program

Investment News Rising Star Award

Phuong Luong Founder, Just Wealth Phuong Luong, Boston University’s Financial Planning Program facilitator, has been chosen as the Investment News ‘Rising Star’ recipient. Learn how Phung uses her leadership roles and passion to help others to be a successful advocate for financial literacy. After graduating from Dartmouth College, Ms. Luong worked for eight years teaching …

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A 101 on the CFP® Certification Exam

  If you are looking to become a CFP® professional, you will first need to take the CFP® Certification Examination, administered by the CFP® Board. This 6-hour exam will test your ability to apply a broad base of financial planning knowledge to real-life financial planning situations.   Here is everything you need to know to …

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The Future of Financial Planning is Diverse!

  Among the many initiatives at the Center for Financial Planning, increasing diversity in the financial planning profession is paramount. In 2017, the Center  launched its Racial and Ethnic Diversity Initiative and assembled the Diversity Advisory Group.   Currently, less than 3.5% of the 80,000 Certified Financial Planners™ in the United States are black or …

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Charitable Planning Under the New Tax Law

As the year winds down, many clients will be thinking about their year-end charitable giving, and how it might be impacted by the new Tax Cuts and Jobs Act[1] (TCJA). Despite the increased limit on cash contributions, the higher standard deduction almost certainly means that significantly less people will itemize. While the Council of Nonprofits[2] …

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New CFP® Ethics and Standards

The new CFP Board Code of Ethics and Standards of Conduct will go into effect October 1, 2019. These modified standards are the result of a rigorous 2-year review process, which included public forums held across the country and two opportunities for feedback. Changes reflect CFP® professionals’  commitment to high ethics and competency standards, and …

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