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Course Description

This course will enhance the knowledge and skills of students seeking to attain CFP® certification, including the ability to deliver professional and competent financial planning services to the public. The course integrates financial planning subjects learned in previous courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. Students will learn how to construct a plan according to CFP Board’s Financial Planning Practice Standards and client objectives.

Capstone Project

For the final project, students will prepare and present a comprehensive financial plan.  

Challenge Candidates

Students with specific certifications can accomplish the CFP Board Education requirement are only required to complete the Capstone course instead of all seven courses. More information on their requirements can be found here: Accelerated Path | CFP Board

Boston University does not require this proof; instead any documentation should be sent to the CFP Board.

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.   

Link to list of textbooks

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Enroll Now - Select a section to enroll in
Section Title
Capstone Course in Financial Planning
Delivery Options
Self-paced Online  
Course Fee(s)
FP Tuition non-credit $995.00 Click here to get more information
Potential Discount(s)
Available for Credit
1 to 3 units
CEUs
3 CEUs
Reading List / Textbook

To order your books for OLFP109 Capstone Course in Financial Planning, link to the publisher.

As a BU CPE student, you will receive a discount code for 25% on your enrollment receipt for this publisher.  You can apply this discount when you purchase the book directly from the publisher at check out for your textbook, and you can choose a Digital, Bundle of Digital and Print or Print edition.

Section Notes

This class ends on June 30, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, getting your certificate (if applicable), and submitting your grades to the CFP Board. If you need extra time, you may purchase a one-time extension.

 

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) The Fundamentals of Writing a Financial Plan by John E. Grable, Michelle E. Kruger, and Megan R. Ford 2 edition ISBN 978-1954096578
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