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Increase your organization's profits, productivity, and employee loyalty by supporting CFP® certification for your advisors.

  • Efficient and effective workflow managementStreamline processes and reduce paperwork with customized registration, tracking, and billing procedures
  • Better CFP® exam pass ratesIncrease your profits and productivity by adding successful, efficient CFP® professionals to your team
  • Corporate pricingSave on individual courses as well as packages
  • Flexible course curriculum Customize our financial planning education programs to include other necessary corporate training programs
 
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Students can choose which program is best for them:

 

Instructor-Guided Program

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Our instructor-guided online financial planning program makes mastering the curriculum required to pass the CFP® exam easier and faster.

  • 12-month accelerated curriculum
  • 3 start dates per year (January, May, and September)
  • Bi-weekly webinars designed to keep you on track
  • Live interaction with Boston University's distinguished faculty
 

Self-Paced Program

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Boston University's premier online financial planning program produces historically higher than average pass rates.

  • Unlimited content access for 21 months
  • Rolling admission, start anytime
  • Study anytime, anywhere you have an internet connection
  • Can be completed in 9 months