Financial Planning Program—Classroom and Online

Named among the top schools for Financial Planners—three years in a row—by Financial Planning magazine.

Financial PlanningAs concern for financial security has grown, individuals have increasingly turned to trained financial planners to help them make informed decisions in the face of an overwhelming—and at times confusing—wealth of financial information.

The Financial Planning Program at Boston University's Center for Professional Education is one of the nation's most established and successful programs. For more than twenty-five years, the Financial Planning Program has introduced a variety of financial strategies and products, while providing a strong foundation in financial planning. The flexibility of the program and the industry expertise of our faculty ensure that you gain knowledge in all relevant areas of interest. Graduates receive a Boston University certificate in Financial Planning, and are well prepared to excel on the examination leading to CERTIFIED FINANCIAL PLANNER certification.

Available on campus or online, the Financial Planning Program consists of the following seven courses:

  • Introduction to Financial Planning
  • Risk Management
  • Investments
  • Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Capstone Course in Financial Planning

Program Details

View the classroom-based curriculum.

View the online curriculum.

Program Dates

The program is offered three times a year in the fall, spring, and summer.

Requirements

Students must have a bachelor's degree to participate in this program.

Robert J. Glovsky Scholarship Fund

In 2010, Boston's University's Metropolitan College established The Robert J. Glovsky Scholarship Fund in recognition of Glovsky's over twenty five years of service as the program director of Financial Planning.

The income from this permanently endowed fund now supports annual merit-based scholarships to students of financial planning at Metropolitan College's Center for Professional Education. The Fund grants up to $2,000 per year and awards are applied directly to course tuition.

Application for the Scholarship is open to students currently enrolled at the Center for Professional Education (classroom or online) with preference for students who come from traditionally underserved populations, in addition to students who intend to assist or serve traditionally underserved populations.

Boston University does not certify individuals to use the CFP®, Certified Financial Planner and CFP<sup>®</sup> 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.