Financial Planning Certificate Program

CFP® News and Tips

A 101 on the CFP® Certification Exam

  If you are looking to become a CFP® professional, you will first need to take the CFP® Certification Examination, administered by the CFP® Board. This 6-hour exam will test your ability to apply a broad base of financial planning knowledge to real-life financial planning situations.   Here is everything you need to know to …

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The Future of Financial Planning is Diverse!

  Among the many initiatives at the Center for Financial Planning, increasing diversity in the financial planning profession is paramount. In 2017, the Center  launched its Racial and Ethnic Diversity Initiative and assembled the Diversity Advisory Group.   Currently, less than 3.5% of the 80,000 Certified Financial Planners™ in the United States are black or …

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Charitable Planning Under the New Tax Law

As the year winds down, many clients will be thinking about their year-end charitable giving, and how it might be impacted by the new Tax Cuts and Jobs Act[1] (TCJA). Despite the increased limit on cash contributions, the higher standard deduction almost certainly means that significantly less people will itemize. While the Council of Nonprofits[2] …

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New CFP® Ethics and Standards

The new CFP Board Code of Ethics and Standards of Conduct will go into effect October 1, 2019. These modified standards are the result of a rigorous 2-year review process, which included public forums held across the country and two opportunities for feedback. Changes reflect CFP® professionals’  commitment to high ethics and competency standards, and …

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Find Opportunities in the Financial Planning Field

The CFP Board Career Center is a valuable resource to utilize for job opportunities in the financial planning industry as the demand for CFP® professionals is on the rise. The Career Center is your hub for the next step in your financial career. Explore the various career opportunities available to professionals just like you at the CFP Board Career Center. …

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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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