Financial Planners

Our program for financial planners was established to meet the need for professionals trained to assist clients in planning for present and future financial security. It is designed to meet the needs of a diverse array of financial professionals.

The program offers the following:

• Flexibility -- You may take one or several courses at a time to complete the curriculum.
• Curriculum -- An outstanding faculty drawn from major financial institutions in the Boston area.
• A Boston University Certificate in Financial Planning upon successful completion of our program.

The Certified Financial Planner™ certification is the best-known certification in the financial planning community. Our Boston University program is registered with Certified Financial Planner Board of Standards Inc. (CFP Board) as acceptable education to qualify to sit for the CFP® Certification Examination. Any student who completes the involved courses may sit for the two-day comprehensive examination. To learn more about this certification, visit CFP Board.

This certificate program consists of the following courses:

Core Courses (Select 7)
Code	Course Title	Tuition
FP100	Foundations in Business	$795
FP101	Introduction to Financial Planning	$795
FP102	Risk Management	$795
FP103	Investments	$795
FP104	Tax Planning	$795
FP105	Retirement Planning & Employee Benefits	$795
FP106	Estate Planning	$795

This program is taught by experts in the field. Read more about Program Director Robert Glovsky or see the video.  Download RealNetwork's RealPlayer (Be sure to select Free RealOne Player.)

Download the Financial Planning brochure.

Continuing Education Units
Upon completion of a course in the Program for Financial Planners, students may be entitled to the following Continuing Education Units (CEUs):

• Massachusetts Division of Insurance (MA DOI) – Students can receive 23 credits for each of the courses in the program. An email will be sent to students at the conclusion of each semester that outlines the process for receiving these credits.

BU Certificate in Financial Planning
Students who have successfully completed the program requirements are eligible to receive the Boston University Certificate in Financial Planning. Successful completion of the program requires a minimum grade of C (2.0) in each course and an overall grade point average of B- (2.7). Upon completion of the final course, students should complete the Certificate Completion Application.

Career Development
CPE frequently receives job and internship postings from employers who are aware of our program, and these postings are distributed to our students. In addition, we recommend that students become involved in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) organizations. They offer opportunities for networking and information about careers and practice management. For more information, please visit http://www.fpanet.org or http://www.napfa.org.

We also host Career Days, to which we invite local companies to meet with our students. These firms represent such areas as personal financial planning, insurance, banking, investments, accounting and law.

Boston University's Metropolitan College Masters Degree Course Waivers
Students who have successfully completed the BU Certified Financial Planner (CFP) Program—and have earned the CFP® certification—are eligible for two course waivers in the Master of Science in Banking and Financial Services Management (MSBFM) degree. This program, offered by Boston University 's Metropolitan College , is a 12-course, online program. For more information, please visit http://www.bu.edu/met/corporate/cfp.

Note: The Boston University Certificate in Financial Planning is awarded upon successful completion of all courses involved in the program. All courses are graded. You must earn a minimum grade of C (2.0) in each course and an overall grade point average of B- (2.7) to sit for the CFP® Certification Examination and receive the Boston University certificate in Financial Planning. You may take one or several courses at a time to complete the program requirements. There is no time limit for the completion of our program.

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.