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The Benefits of CFP® Certification


Financial Skills

job security


enhanced credentials


higher earning potential

Earning Potential


How the Program Works

The online Financial Planning Program is a multimedia, interactive experience that provides the finest financial planning education. Students benefit from the experience of Boston University’s outstanding instructors, each of whom is a CFP® practitioner.

Graduates of the Boston University online Financial Planning Program fulfill the coursework required for CFP® certification, receive a Boston University certificate in Financial Planning, and are on their way to excel on the CFP® Certification Examination.

Payment Overview

Payment plans

Pay over time, no interest

Education loans

Private, credit-based loans

Military benefits

Approved for VA tuition funding

Review Payment Options

The Courses

Boston University’s Financial Planning program fulfills the coursework education requirement for CFP® certification. The program consists of seven courses, and all students begin with Introduction to Financial Planning and progress in sequence through the remaining courses, concluding with the Capstone Course in Financial Planning.

  1. Introduction to Financial Planning
  2. Insurance and Risk Management
  3. Investments
  4. Tax Planning
  5. Retirement Planning and Employee Benefits
  6. Estate Planning
  7. Capstone Course in Financial Planning
Read Course Descriptions

The CFP® Exam

Once you have successfully completed Boston University’s Financial Planning program, you can sit for the CFP® exam. The CFP® Exam Review course can help you prepare by teaching you what to expect on the exam, how to manage test anxiety, and what strategies you can use to do your best. You can purchase the CFP® Exam Review course as part of a course package or separately, depending on your needs.

Visit the CFP® Board website for more information on other CFP® exam preparation resources, including practice tests, mentoring, and online student discussions.

CFP® Certification Requirements

While a bachelor’s degree is required to obtain the CFP designation, it is not mandatory for enrollment in the BU program. Students can complete the program, sit for the board exam, and then have 5 years to acquire both the necessary experience and the bachelor’s degree.

To become certified, you must:

  • Complete the Financial Planning program and pass the CFP® exam
  • Have 4,000–6,000 hours of relevant experience in the financial field
  • Adhere to high ethical and professional standards and act as a fiduciary when providing clients with financial advice.

For more information, visit the CFP® Board website.

Course Options

Purchase course bundles and save on the CFP® exam review course or take courses one by one. Once you decide which option is right for you, you can enroll and start your coursework within a week.

Invest in Your Career with Boston University

To learn more, contact an Enrollment Advisor at +1-617-502-8822 or complete the form below.

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