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.

The new Boston University Online Program for Financial Planners 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 CFP Board-Registered Boston University Online Program for Financial Planners, you will fulfill the educational component for the CFP® certification.

Program Curriculum
The Boston University Online Program for Financial Planners 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 for Financial Planners, has formed an advisory board comprised of thought, 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 for Financial Planners:

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.
Option to receive a Certificate in Financial Planning from Boston University. Please select the Boston University Certificate link in the navigation bar above for more information.
Opportunity to receive course-level letters of completion from Boston University.

Boston University Heritage
The Boston University Online Program for Financial Planners is based on one of the nation’s oldest classroom-based programs for financial planners. The Boston University Program for Financial Planners, which was founded in 1981 and is currently under the direction of Robert J. Glovsky, JD, LLM, CFP®, CLU, ChFC, one of the nation's leading financial planners, has a long history of providing the highest quality education in financial planning.

Boston University does not certify individuals to use the CFP®, Certified Financial Planner™ and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

This program is taught by experts in the field. Read more about program director Robert Glovsky or see the video.
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