Financial Planning Program Online

News and Tips

New Estate Planning Model Takes Care of Families

By Vincent E. Bonazzoli, JD, AEP® Clients look to an estate planning attorney to create a plan so their affairs are in order. They desire to leave their family in good financial condition, without difficulties and with family harmony intact. Clients do not come to the attorney to simply receive documents or technical legal advice. …

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The Family Meeting: An Essential Part of the Estate Planning Process

By Vincent E. Bonazzoli, JD, AEP® An estate plan is more likely to accomplish a client’s goals if the client is properly educated about estate planning, knows the mechanics of and regularly reviews his plan, updating it as necessary. Despite his understanding and knowledge, however, the client will not be there to actually implement the …

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Boston University Maintains CFP Board-Registered Program Status for Certificate Program in Financial Planning

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, …

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Retaking the CFP® Exam

CFP Board outlines the policies and requirements related to retaking the CFP® Certification Exam on their official website. Candidates may attempt the exam a maximum of three times within a 24-month period. If a candidate attempts the exam on three successive administrations, a one year sit-out period is required before registering for another attempt. If you …

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CFP® Certification Tracker

Track your progress on the path to CFP® certification using the CFP® Certification Tracker, a valuable tool available on the Certified Financial Planner Board of Standards (CFP Board) website. With an at-a-glance view of the requirements for CFP® certification, the tool makes it easy to map out your next steps. The following four requirements must be met in order to become …

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Boston University Named a Top School for Financial Planning

BU Financial Planning 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, 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 …

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What You Need to Know About the CFP® Exam

CFP® certification logo

Passing the CFP® Certification Examination is a critical step in the process of earning the CFP® certification. Below is a compilation of selected frequently asked questions regarding the exam. How do I register for the CFP® Exam? For everything you need to know about the process of registering, preparing, and sitting for the CFP®  Exam, refer to …

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Financial Advisor Included in “100 Best Jobs” List

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, …

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High Satisfaction Among CFP® Professionals

CFP® logo

A study conducted by Fondulas Strategic Research and featured on the CFP Board official website reports high satisfaction among CFP® professionals. Key findings include: 90% of CFP® professionals are strongly satisfied with career choice in financial planning. 91% are strongly satisfied with their decision to pursue CFP® certification. 90% would recommend CFP® certification to other financial …

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