Financial Planning Certificate (Online) - Overview

The Boston University Online Financial Planning program is administered by the Boston Institute of Finance. Visit http://www.bostonifi.com or call 1-800-329-4996 for more information. For students who qualify for Veteran’s benefits, please call 617-358-3287.

Special Offer for
U.S. Armed Forces Personnel

The Boston University Online Program for Financial Planners is approved for Active Military GI Bill and Veteran's Educational Benefits. Every year hundreds of service members enroll in the BU financial planner program to advance their civilian career while in the military. For more information on how to enroll using military benefits, please click here.

The Boston University Online Program in Financial Planning is a multimedia, interactive educational experience that includes input and guidance from outstanding faculty drawn from major financial institutions in the Boston area. In addition, when you complete the CFP Board-Registered Boston University Online Program in Financial Planning, you will fulfill the educational component for the CFP® certification.

Program Curriculum

The Boston University Online Program in Financial Planning is a self-paced, web-based program designed to encompass the practical experience of Boston University experts and prepare users with the finest financial planning education. Based on one of the nation’s oldest and most successful classroom-based CFP Board-Registered programs in the country, the online program was developed by BU faculty and e-Learning designers using content from faculty and renowned authors. Successful completion of all six courses signifies that you have completed the education component of the CFP ® certification set forth by CFP Board.

The program includes six courses covering the following subject areas:

Introduction to Financial Planning
Risk Management
Investments
Tax Planning
Retirement Planning and Employee Benefits
Estate Planning

Program Advisory Board

Boston University, as part of an effort to develop the nation's finest online program in Financial Planning, has formed an advisory board of education and industry leaders to help us review and improve the quality of the program. Learn more about the Advisory Board.

Benefits of Boston University's Online Program in Financial Planning:

Cost-effective — Expenses related to facilities, travel, and non-productive time are eliminated.
Easy access — Online education allows you to control your education from anywhere there is an Internet connection.
Control and Flexibility — Online education allows you to control the pace of your course work.
Online Support — Online tutor function allows you to submit content questions at any time.
Upon successful completion of the online program, you will have fulfilled the education component for CFP® certification.
Opportunity to earn a Boston University Certificate in Financial Planning upon successful program completion.

Boston University Heritage

The Boston University Online Program in Financial Planning is modeled on one of the country’s oldest classroom-based programs for financial planners. The Boston University Program in Financial Planning, which was founded in 1981, is currently under the direction of Carolynn Tomin, CFP®, who has a long history of providing the highest quality education in financial planning.