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 Phuong 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 …

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 prepare: …

  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 …

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 limit on cash contributions, the higher standard deduction almost certainly means that significantly less people will itemize. While the Council of Nonprofits[2] has …

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 public forums held across the country and two opportunities for feedback. Changes reflect CFP® professionals’  commitment to high ethics and competency standards, and …

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 Planner™ exam, has been rated the #2 program of its kind by TheBestSchools.org. Judged for the quality of its faculty and reputation, as well as the …

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 …

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, …

Investopedia, the largest financial education website in the world, named Boston University among the top schools for Financial Planning. The article elaborates on the strengths of the program, “The top-notch faculty, who brings an impressively rich level of professional experience to the classroom, is arguably this program’s greatest asset.” Read more: The Best Schools for …

US News and World Report has ranked Financial Advisor 31st in its list of 100 best jobs, and 4th best business job in the country. The need for financial advisors is projected to grow by 30% through 2024 with 73,900 new jobs projected. Yet there are only 76,000 CFP® professionals working in financial services today. In fact, …