CFP® Education for Your Advisors from Boston University
Help your advisors gain the expertise they need to provide clients with sound financial advice by partnering with Boston University’s online Financial Planning Program. Contact an Enrollment Advisor today to discuss how we can partner with your firm.
Already work at a firm we partner with?
To enroll with corporate rates, verification of employment (a company email address) will be required upon registration. The email address that you use will also be your permanent username.
Select an enrollment package below or contact an Enrollment Advisor at 617-502-8822 to learn more.
Course books and review books are required for all students enrolled in the Financial Planning Program.
|Boston University Financial Planning Program Online|
|Program Features||Full Program
|7 online courses satisfy CFP Board’s education coursework requirement||✓||Take one course at a time or any combination of courses|
|Online classroom sessions (live and recorded)||✓||✓|
|Faculty available for tutoring/questions/content support via email||✓||✓|
Faculty-facilitated discussion boards
|On-demand recorded webinars||✓||✓|
|Practitioner advice videos||✓||✓|
|Unlimited access to full course content for 21 months||✓||4-month access to each course|
|Rolling admission, start anytime||✓||✓|
|Set your own schedule at your own pace||✓||✓|
|Scheduling tool to keep you on pace to complete the program in 9, 12, 18, or 21 months||✓||Complete course in 4 months at your own pace|
Purchase Individual Courses and Reviews:
Introduction to Financial Planning | Price: $595
Insurance and Risk Management | Price: $595
Investments | Price: $595
Tax Planning | Price: $595
Retirement Planning and Employee Benefits | Price: $595
Estate Planning | Price: $595
Capstone Course in Financial Planning | Price: $995
Keir Review | Price: $1,195
Dalton Review | Price: $1,195