Financial Planning Program Online

Policies

Academic Conduct Code

Boston University’s Center for Professional Education (CPE) offers only non-credit, non-degree programs. All courses are academically rigorous, however, and students must meet certain requirements to earn a certificate from Boston University. All students must adhere to the Boston University Metropolitan College Academic Conduct Code.

Grade Requirements

Successful completion of CPE certificates requires a minimum grade of C (2.0 or 73) in each module or course, and an overall program minimum grade of B- (2.7 or 80). To sit for the CFP® Exam, you must earn a minimum grade of 73 in each course.

Disability Services

If you need special accommodations, please contact the Office of Disability Services at Boston University. Their website is bu.edu/disability.

Transcripts

All Boston University CPE programs are non-credit, and we issue unofficial transcripts. To obtain an unofficial transcript, please email CPE (cpe@bu.edu) with the following information:

  • Your name
  • Program and dates attended
  • Number of unofficial transcript copies requested
  • Address where you would like the transcript(s) sent

Please note that due to privacy laws, we cannot email or fax transcripts.

Completion Information

Once you have completed the Boston University Financial Planning Program, and meet the grade requirements, you are eligible to sit for the CFP® Certification Examination and to receive the BU Certificate in Financial Planning.

To receive your BU certificate, please do the following:

  1. Fill out the Certificate Completion Application and email it to cpe@bu.edu or fax it to 617-353-4494.
  2. Please note that certificate applications are processed six times a year in January, March, May, July, September, and November.

To register for the CFP® Exam, please do the following:

  1. Go to the CFP Board website.
  2. Submit your online exam application and exam fee.
  3. Complete the BU CFP® Education Verification Request form.*
  4. Once your education is verified, you will receive an email from CFP Board indicating that your registration is complete. Verifications are uploaded bi-weekly leading up to the exam and daily in the last two weeks before the registration deadline.

*Please note that this link goes to a Google form that is not accessible by some corporate networks. If this link does not work for you, please send an email to cpe@bu.edu with the following information: Full name, email address (email used for your CFP® Exam registration), CFP ID, program dates, and phone number.

Withdrawal Policy and Fees

Students who drop the class or program within the first 15 business days of enrollment will receive a full refund, less a $300 nonrefundable administrative fee. Credit card payment refunds must be credited to the same credit card. You will not be issued a transcript when dropping a class or program.

Students who withdraw after the 15th business day from their date of enrollment will not be eligible for a refund. Please note that ceasing to attend classes or notifying your instructor that you are withdrawing does not constitute official withdrawal. A “W” grade will be noted for withdrawing from the course(s).

Students who purchase packages with books will not receive a refund for the books ($1,500 for the full program and $170 for single courses).

Individual review enrollments are nonrefundable.

Request Information


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

Boston University respects your right to privacy. By submitting this form, you consent to receive emails and calls from a representative of Boston University, which may include the use of automated technology. Consent is needed to contact you, but is not a requirement to register or enroll.