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…
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 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…
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…
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….
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,…
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…