We currently offer a Corporate discount on all CFP® Certification Education online courses offered through Boston University.
We also offer individual courses and reviews.
Introduction to Financial PlanningIntroduction to Financial Planning focuses on the time value of money, accounting, statistics, and economics, and provides a broad look at the entire financial planning process. LEARN MORE
Risk ManagementRisk Management addresses life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. LEARN MORE
InvestmentsInvestments explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. LEARN MORE
Tax PlanningTax Planning explores details and implications of state and Federal taxation on different types of businesses, including sole proprietorships, partnerships and corporations. LEARN MORE
Retirement and Employee Benefit PlanningRetirement and Employee Benefit Planning is taught in two sections. The retirement planning section covers tax-deferred retirement plans, IRAs, and nonqualified plans. The employee benefits section covers Social Security and Medicare, civil service, group life, disability, dental, and health insurance. LEARN MORE
Estate PlanningEstate Planning addresses gift, estate, and generation-skipping transfer taxes, at the state and Federal levels. LEARN MORE
Boston University Capstone Course in Financial PlanningThis final course integrates financial planning topics learned in the previous six courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. LEARN MORE
Dalton ReviewTHE DALTON REVIEW is a comprehensive CFP review and preparation course for those wanting to pass the Certified Financial Planner exam. LEARN MORE
Keir ReviewTHE KEIR REVIEW is a comprehensive CFP review and preparation course for those wanting to pass the Certified Financial Planner exam. LEARN MORE
NOTE: To enroll for corporate options, verification of employment (a company email address) will be required.