Financial Planning Program Online

CFP® Certification Tips

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

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

Retaking the CFP® Exam

CFP Board outlines the policies and requirements related to retaking the CFP® Certification Exam on their official website. Candidates may attempt the exam a maximum of three times within a 24-month period. If a candidate attempts the exam on three successive administrations, a one year sit-out period is required before registering for another attempt. If you …

Read more

CFP® Certification Tracker

Track your progress on the path to CFP® certification using the CFP® Certification Tracker, a valuable tool available on the Certified Financial Planner Board of Standards (CFP Board) website. With an at-a-glance view of the requirements for CFP® certification, the tool makes it easy to map out your next steps. The following four requirements must be met in order to become …

Read more

What You Need to Know About the CFP® Exam

Passing the CFP® Certification Examination is a critical step in the process of earning the CFP® certification. Below is a compilation of selected frequently asked questions regarding the exam. How do I register for the CFP® Exam? For everything you need to know about the process of registering, preparing, and sitting for the CFP®  Exam, refer to …

Read more