Financial Planning Program Online

CFP® News and Tips

Last Chance for CFP® Exam before Tax Law Changes!

Register for the July 2018 CFP® exam today to take your next step toward certification and career advancement. The final registration deadline is June 26, but you can save up to $200 if you register by May 15! Plus, this is the last exam that will test the current tax laws you are familiar with! …

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CFP Board Online Career Fair is Coming Up!

Don’t forget—on April 18 and 19, the CFP Board Career Center will host an Online Career Fair, providing you with the opportunity to connect with recruiters at some of the leading financial firms in the country. See the event details here: https://www.careereco.com/Fair/EventDetails?fairId=f6e71892-a304-4a6d-8b3d-a878014a5ceb

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Financial Planning Program Scores Top-Two Ranking

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 Planner™ exam, has been rated the #2 program of its kind by TheBestSchools.org. Judged for the quality of its faculty and reputation, as well as the …

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Challenge Status Path to CFP® Certification

by Heather Arkwright, Community Manager, CFP Board Earning your CFP® certification requires a commitment to learning and a solid grounding in financial planning. The required Capstone Course is valuable in that it allows you to integrate and apply the knowledge gained from your background and education in finance. The Capstone program takes you through the development …

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CFP Board Changing Code of Ethics Even as Republican Lawmakers Try to Dismantle Fiduciary Ruling

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 that CFP® practitioners are held to higher standards when advising clients on all aspects of wealth management. What is the fiduciary standard? According to the …

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Boston University and Keir Education paired up on a panel on “How to Slay the CFP Exam”

  I told my personal story of studying and passing the CFP exam in 2008 and Henrietta Nye went through the benefits and logistics of Keir’s live review options. Questions asked: Timing – How long to study and when to start: I recommend to start studying 2.5-3 months prior to the exam date. I tried …

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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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