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Financial Planning
U.S. Armed Forces Offer
Special Offer for U.S. Armed Forces Personnel
Boston University’s 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 careers while in the military. To help them prepare with minimum financial burden, Boston University offers eligible service members a 20 percent course fee discount on individual courses and 25 percent on the full program. In addition to reduced course and program fee rates, you may also be eligible to receive a certificate in Financial Planning from Boston University upon successful completion of the program.
Please follow the relevant instructions below to learn more details on the application process.
Active Service members
To enroll in this program through active duty coverage, please:
- Contact your Tuition Assistance (TA) office and request the necessary paperwork
- Determine the amount of financial assistance that is available to you
- Fax your TA forms to our Customer Service Department at: 617-443-0991
The paperwork must include:
- The total amount of the course/program after discount: See table below for pricing.
- The institution/school should be noted as Boston University
- The necessary signatures, as requested on the Request for Tuition Assistance Form (applicant, unit commander or authorized representative, and the education services officer)
- The address where the invoice for the tuition and enrollment fee should be sent. If the military is paying only a portion of the cost of this course/program, please indicate how you would like to pay for the balance. The invoice will be sent from Boston University to the military address noted in the paperwork.
- Your email address and desired password. Your password can be any combination of numbers and letters (case sensitive, between 5-12 characters).
Once we receive the completed paperwork and invoicing confirmation, we will register and enroll you in the course and/or program you've selected. You will receive an email notification upon enrollment and will have unlimited online access to the course/program for a period of 18 months.
Not included in the tuition cost: seven individual textbooks which you can purchase online at any time from our bookstore page.
In order to complete the program in 18 months you will needs to spend approximately 8-10 hours per week studying.
| Course |
# of modules |
Online hours |
Off line hours |
Total hours |
Semester hour value |
Course Fee * |
CPE FP101E: Introduction to Financial Planning |
19 |
29.25 |
58.75 |
88 |
5.866 |
$420.00 |
CPE FP102E: Risk Management |
17 |
21.25 |
57.75 |
79 |
5.266 |
$420.00 |
CPE FP103E: Investments |
20 |
26 |
53 |
79 |
5.266 |
$420.00 |
CPE FP104E: Tax Planning |
19 |
28.25 |
77.75 |
106 |
7.066 |
$420.00 |
CPE FP105E: Retirement |
15 |
30.5 |
78.5 |
109 |
7.266 |
$420.00 |
CPE FP106E: Estate Planning |
16 |
22 |
59 |
81 |
5.4 |
$420.00 |
Full Program Fee - Get Started Package |
107 |
157.25 |
384.75 |
542 |
36.124 / 36.13 |
$1995.00 |
Full Program Fee
- Platinum Package with books, calculator, and review |
107 |
157.25 |
384.75 |
542 |
36.124 / 36.13 |
$2995.00 Best Value
|
* including 20-25% savings
Veterans
The Boston University Online Program for Financial Planners is covered under the GI Bill as long as you have sufficient credits available in your GI fund.
To enroll in the program and receive reimbursement through the GI Bill, please:
- Fill out the proper paperwork (VA 22-1990) with the government and send it to the Department of Veterans Affairs. You can find and print out the form (VA 22-1990) for the VA office at: http://www.gibill.va.gov/
- Contact a BU enrollment advisor at 617-353-4497 to enroll in the program. Payment is due in full at this time.
- Mail or fax copies of both your VA 22-1990 and DD-214 forms to Boston University. (see below)
- Mail or fax copy of signed disclaimer notice and BU VA registration form (see below for form links) along with VA paperwork. (benefit requests will not be processed until disclaimer notice and all VA forms are received)
Boston University will then send your VA paperwork and order confirmation to the VA to be processed. The VA will reimburse student fees.
Mailing address for BU office and fax:
Boston University CPE
Online Program for Financial Planners
1010 Commonwealth Avenue
2nd Floor
Boston, MA 02215
ATTN: Johanna Pictou
OR FAX it to 617-353-4494
VA STUDENT DISCLAIMER: Students requesting VA benefits for the Online Certified Financial Planning Program must complete the program within 18 months and must complete with a minimum of at least eight (8) hours of coursework per week. VA student progress is monitored by Boston University and those students not progressing at the required pace will have benefits rescinded. All students must complete and submit the following disclaimer form confirming their understanding of this policy: VA Student Disclaimer Form
In addition to the VA student disclaimer, please complete and submit the following registration form: BU VA Registration Form
If you need additional assistance, please call the VA toll-free number 1-888-GI-BILL-1 (1-888-442-4551) to speak with a Veterans Benefits Counselor.
In order to complete the program in 18 months one needs to spend 8 -10 hours per week studying and completing coursework.
| Course |
# of modules |
Online hours |
Off line hours |
Total hours |
Semester hour value |
Course Fee * |
CPE FP101E: Intro. to Financial Planning |
19 |
29.25 |
58.75 |
88 |
5.866 |
$420.00 |
CPE FP102E: Risk Management |
17 |
21.25 |
57.75 |
79 |
5.266 |
$420.00 |
CPE FP103E: Investments |
20 |
26 |
53 |
79 |
5.266 |
$420.00 |
CPE FP104E: Tax Planning |
19 |
28.25 |
77.75 |
106 |
7.066 |
$420.00 |
CPE FP105E: Retirement |
15 |
30.5 |
78.5 |
109 |
7.266 |
$420.00 |
CPE FP106E: Estate Planning |
16 |
22 |
59 |
81 |
5.4 |
$420.00 |
Total (Full Program Fee) |
107 |
157.25 |
384.75 |
542 |
36.124 / 36.13 |
$1995.00 |
* including 20-25% savings
For more information on GI/VA Benefits, please visit: http://education.military.com
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