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Begin the Financial Planning Program at any time and complete it at your own pace. Ready to begin now? Register in a few clicks.

Registration Considerations

A bachelor’s degree and work experience in financial planning are not required to register for our education program. However, a bachelor’s degree or higher and work experience are required for CFP® certification. See more about CFP® certification here.

Registration Process

You have the flexibility to register for the full Financial Planning Program or take each course one at a time.

  • Full Financial Planning Program: Ideal for those who want to progress at a steady pace and save on tuition.
  • Individual Courses: Best for those who prefer to pay as they go and spread out their coursework.
  • Capstone Course (Accelerated Path): For professionals who already meet most of the CFP Board’s educational requirements but need the Capstone course to register for the CFP® exam. See the list of accepted degrees and certifications for the Accelerated Path.

The courses must be completed in a sequential order, starting with Introduction to Financial Planning and culminating with the Capstone course.

Once your registration has been processed, you can begin coursework. Program participants can access course content for twenty-one months, while single course participants have access to their course for three months.

Follow these steps to enroll in the Financial Planning Program:

  1. Add the full program or individual course to your cart
  2. Create a MyCPE account
    Set up your MyCPE account and provide your personal and contact information. As part of this process, you’ll be asked about any prior affiliation with Boston University to ensure accurate records and avoid duplicates.
  3. Submit your payment
    After submitting your registration form, you’ll be prompted to pay for your course online. We offer several payment options, including a two-installment, interest-free payment plan.
  4. Access your course materials
    After successful registration and payment, you’ll receive access to the course materials and platform. This includes 24/7 access to lessons, assignments, and instructor feedback.

Tuition and Fees

  • Financial Planning Program: $4,395
    Duration: Self-paced, twenty-one months of access
    Best fit for this program: Anyone who wants to progress at a steady pace and save on tuition
  • Individual Courses (6): $695 per course ($995 for Capstone Course)
    Duration: Three months of access per course
    Best fit for this program: Those who prefer to pay as they go and spread out their coursework.
  • Accelerated Path (Capstone Course Only): $995
    Duration: Three months of access
    Best fit for this program: Already meets most of the CFP Board’s educational requirements and only needs the Capstone course to qualify for the CFP® exam. See the list of accepted degrees and certifications for the Accelerated Path.

The seven textbooks and financial calculator are not included in tuition and have to be purchased separately.

Financial Planning Association (FPA) members receive a 10% reduction on the full Financial Planning program and individual courses.

Individual course registration is not eligible.

Payment Options

We offer several affordable ways to finance your education.

Pay in Full Payment Plan Education Loans Military Benefits
Make a simple, one-time payment with a credit or debit card.
(Visa, Mastercard, American Express, and Discover accepted)
Pay in two interest-free installments. Seek private, credit-based financing. Get approved for VA tuition funding.

Scholarship Opportunities

The merit-based Robert J. Glovsky Scholarship Fund awards up to $2,000 to selected Financial Planning program students, with a preference for those working with traditionally underserved populations.

We will reopen the call for applications in summer 2025. Additional scholarships can be found on the CFP Board website.

Request Information

To download a program brochure and learn more about the Online Financial Planning Program offered by Boston University, please fill out the form. You can also contact an enrollment advisor directly by calling (857) 971-4728.

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