Phuong Luong, Boston University’s Financial Planning Program facilitator, has been chosen as the Investment News ‘Rising Star’ recipient. Learn how Phuong uses her leadership roles and passion to help others…
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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…
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…
As the year winds down, many clients will be thinking about their year-end charitable giving, and how it might be impacted by the Tax Cuts and Jobs Act[1] (TCJA). Despite the increased…
The new CFP Board Code of Ethics and Standards of Conduct went into effect on October 1, 2019. These modified standards are the result of a rigorous 2-year review process, which included…
The CFP Board Career Center is a valuable resource to utilize for job opportunities in the financial planning industry as the demand for CFP® professionals is on the rise. The Career Center is your…
The online Financial Planning Certificate Program offered by Boston University’s Center for Professional Education, which teaches prospective planners a variety of financial strategies and prepares them to sit for the Certified Financial…
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:…