Click here to learn more about the Online Financial Planning program.

Financial Planning Program

As 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 thirty 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 online, the Financial Planning Program consists of the following seven courses:

  • OLFP101 Introduction to Financial Planning

  • OLFP102 Financial Planning Risk Management

  • OLFP103 Financial Planning Investments

  • OLFP104 Tax Planning

  • OLFP105 Retirement Planning & Employee Benefits

  • OLFP106 Estate Planning

  • OLFP109 Capstone Course in Financial Planning

Set Your Own Pace! 

We offer the option to purchse all seven courses for $4,395!  You will be given 21 months to compete your courses and earn your certificate.  You decide when you're ready to move on to the next course within your 21-month window. 

Program Details

The online program has rolling admissions.

Requirements

While we do not have any prerequisites, we do recommend that students have a bachelor's degree, since it is required to sit for the CFP® Exam.  

To Learn More or Register for the Online Program

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at AllCampus by calling 857-366-9338 or visit the online Financial Planning program site.

When You Complete the Program

When you have successfully completed your seven classes, there are two things to do.  Information about completing the CPE Certificate Program Completion Information form and requesting verification for the CFP® Exam can found under the Student Information tab.

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 dedication to the Financial Planning field and his affiliation with the program at Boston University as its first program director.

The income from this permanently endowed fund now supports annual scholarships to students of financial planning at Metropolitan College's Center for Professional Education. The Fund grants up to $2,000 per year.  Individuals interested in contributing to the fund may send checks payable to the Robert J. Glovsky Scholarship Fund, Gift Processing, c/o JP Morgan Chase & Co., PO Box 22605, New York, NY 10087-2605 or online at Glovsky Scholarship.

Application for the Scholarship opens in June for students currently enrolled at the Center for Professional Education with preference for students who have experience with underserved communities.

The application period for 2024 is closed.  We will reopen the call for Applications next summer for 2025.

Classroom Program

Effective May 20, 2020, for the foreseeable future, the classroom Financial Planning program has been paused.  Historic information, including course descriptions, is available here.  

Boston University does not certify individuals to use the CFP®, Certified Financial Planner andCFP<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.

Program Streams

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