Financial Planning Program Online

Corporate Enrollment

The Financial Planning Program at Boston University’s Center for Professional Education is one of the nation’s most established and successful programs. For more than thirty-five years, the Financial Planning Program has introduced a variety of financial strategies and products, while providing a strong foundation in financial planning. The flexibility of the program and the industry expertise of our faculty ensure that you gain knowledge in all relevant areas of interest. Graduates receive a Boston University certificate in Financial Planning, and are well prepared to excel on the examination leading to CERTIFIED FINANCIAL PLANNER™ certification.

Select an enrollment package below or contact an Enrollment Advisor at 617-502-8822 to learn more.

Standard Online Program
Online Program Bundle
7 Courses
Online Program + Books
Online Program Bundle
7 Courses
Course Books ($1,500 value)
Online Program + Books +
Exam Review
Online Program Bundle
7 Courses
Course Books ($1,500 value)
Exam Review Class ($1,200 value)

View withdrawal and refund policies.

Course books and review books are required for all students enrolled in the Financial Planning Program.

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.


Boston University Financial Planning Program Online
Program Features Full Program
(7 courses)
Individual Courses
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

  • “Ask the instructor”
  • Topical 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

Insurance and Risk Management


Tax Planning

Retirement Planning and Employee Benefits

Estate Planning

Capstone Course in Financial Planning

Keir Review

Dalton Review


Learn More


Request Information

To learn more, contact an Enrollment Advisor at 617-502-8822 or complete the form below.

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