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Carolynn B. Tomin, CFP®

Carolynn B. Tomin, CFP®, is the former Program Director of Boston University’s classroom and online financial planning programs and a former CFP® Program Director at Merrimack College. Throughout her twenty years at Boston University, she developed new courses for their classroom and online programs and augmented curriculum for their online program. She taught estate planning courses and CFP® Exam reviews at several universities in Massachusetts and Florida, including for the College for Financial Planning at Northeastern University. She also taught estate planning courses for many banks and financial service companies in both states.

Ms. Tomin is co-author of Principles of Estate Planning, a National Underwriter Academic Series textbook that is now in its fourth edition. She is also a contributing author for National Underwriter’s textbook, The Tools & Techniques of Financial Planning. She previously co-founded a financial education company, Beacon Hill Financial Educators, that provides continuing education courses to CFP® professionals and CPAs throughout the country. While co-owning the company, she created many CE courses and presented them to financial service companies and financial planning organizations at local and national conferences.

Ms. Tomin served as a member of CFP Board’s Council on Education from 2009–2012 and was appointed Chair in 2012. She also served on numerous committees at CFP Board and was often chosen to present at their registered program conferences. She previously served on the Board of Directors for the southwest Florida chapter of the Financial Planning Association (FPA).