Policies

Academic Expectations and Grade Requirements

Boston University expects students to approach their studies with the professionalism and integrity that each program’s industry demands. Likewise, our instructors adhere to high professional standards to evaluate each student’s performance within the context of the course and the industry, with the intent of providing a supportive and just learning environment.

All courses are academically rigorous; to earn a certificate from Boston University students must meet certain grading standards. Students must earn a minimum grade of C (2.0 or 73) in each component of a course or program and an overall program average grade of B- (2.7 or 80).

Students must complete all coursework within the time allotted. At the end of the course, students will receive a composite letter grade, which only appears on the student’s grade report and transcript. We do not archive assignment grades.

Disability & Access Services

Disability & Access Services is available to students who need accommodations.

To request accommodations:

• New students should complete the online intake form.
• Returning students should use the Accomodate portal.

Withdrawal Policy and Fees

• Withdraw within the first fifteen business days of enrollment: full refund, minus a non-refundable fee of $300.
• Withdraw after fifteen business days of enrollment: No refund.

Credit card payment refunds must be credited to the same credit card. A “W” grade will be noted for withdrawing from the course(s) after the fifteenth day of class. You will not be issued a transcript when dropping a course or program.

To learn more about withdrawals or transfers please contact our enrollment advisors at enrollment@cpeonline.bu.edu.

Grade Requirements

Students who complete all seven classes with Boston University and meet the minimum grade requirements will earn a Financial Planning Program certificate from Boston University.

To sit for the CFP® exam, students must earn a minimum grade of C (2.0) in each course. For more information, see the Certificate Program Completion Information page.

CFP Exam® Verification

Once you have completed the Boston University Financial Planning Program in accordance with the grading requirements, you are eligible to sit for the CFP Board Examination and to receive the BU certificate.

To receive your BU certificate and/or register for the CFP® exam, please follow the instructions on the Certificate Program Completion Information page.

Transcripts

All BU Center for Professional Education programs are noncredit, and only unofficial transcripts are issued. Most students can access their academic history and download transcripts directly from MyCPE.

State Authorization and Distance Education

Boston University participates in the State Authorization Reciprocity Agreement (SARA), which allows the university to offer distance education programs in other SARA member states.

The BU State Authorization and Distance Education Disclosures page provides more information about SARA, including steps for dispute resolution.