Course Description

This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute 30% of the principle knowledge topics tested on the CFP® Certification Examination. The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance. Learn how to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.

Modules included in this course:

  • Financial Planning Process
  • Financial Planning Practice Standards
  • Time Value of Money
  • Financial Statements
  • Cash Flow Management
  • Debt Management
  • Financing Strategies
  • Education Planning
  • Planning for Special Circumstances
  • Economic Concepts
  • Consumer Protection Laws
  • Disciplinary Rules and Procedures
  • Financial Services Regulation and Requirements
  • Function, Purpose, and Regulation of Financial Institutions
  • Practice Case

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at MindMax, Inc. by calling 617-502-8822 or by visiting their website at financialplanningonline.bu.edu.

Applies Towards the Following Certificates


Thank you for your interest in this course.

To learn about the next course offerings available, please call:

  • Blended and Classroom:  Evergreen Seminars, Financial Planning, Interpreter, Paralegal, and Real Estate Studies, 617-353-4497
  • Online: Commercial Real Estate Practice, 617-353-4497
  • Online:  Financial Planning, Genealogy, Professional Fundraising, 617-502-8822
  • Online:  Paralegal, 857-366-9338
Required fields are indicated by .