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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 23% of the principal 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.

Set Your Own Pace! 

You can opt to purchase all seven courses as a package and earn your certifcate in 21 months or less for $4,395!  You can pace yourself during this time as you take each class, and by doing this, some students complete before their 21-month period expires.

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  

  • Financial Services Regulation and Requirements 

  • Function, Purpose, and Regulation of Financial Institutions 

To inquire about Boston University’s Online Financial Planning Program, please contact our education partners at AllCampus by calling 857-366-9338.

As a BU CPE student, you will receive a discount code for 25% on your enrollment receipt for this publisher.  Link to list of textbooks

 

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Enroll Now - Select a section to enroll in
Section Title
Introduction to Financial Planning
Delivery Options
Self-Paced Online Single Course  
Course Fee(s)
FP Tuition non-credit $695.00 Click here to get more information
Potential Discount(s)
Available for Credit
0 to 3.6 units
CEUs
3.6 CEUs
Reading List / Textbook

To order your books for OLFP101 Introduction to 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

SPECIAL OFFER - DISCOUNTED FULL PROGRAM

Interested in purchasing all seven courses required for the program at a discounted rate? We offer a 21-month program that includes all seven courses at $4,395 instead of paying $5,165 in total for them separately.

 

Single enrollment Information

If you are enrolling in just OLFP101 at this time, the class ends on October 31, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  If you need extra time, you can purchase a one-time extension.

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) The Tools & Techniques of Financial Planning by Stephan R. Leimberg, Carolynn Tomin, and William B. Reeve 14 edition ISBN 978-1588528124
Section Title
Introduction to Financial Planning
Contact Hours
36.0
Delivery Options
Self-Paced Online 7-Course Program  
Course Fee(s)
FP Tuition non-credit $4,395.00 Click here to get more information
Eligible Installment Plan
50.0% deposit and 1 installments
Potential Discount(s)
Available for Credit
0 to 3.6 units
CEUs
3.6 CEUs
Reading List / Textbook

To order your books for OLFP101 Introduction to 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

Your three-month mark in OLFP101 will be on October 31, 2025. Access to Full Program ends on April 30, 2027.

This is the first class in a series of seven. The program is designed to take a class every three months to complete the program within 21 total months.  The important dates for this class and program are noted above.   As you finish each class, follow the directions in Next Steps in Blackboard, including getting your grade, enrolling in the next class, and, if applicable, getting any materials that should be sent to you.  You can opt to move through each class faster/slower than the recommended three month pacing.  You will be graded for the classes that you complete.  Your time, though, will expire at the end of the 21 months from your enrollment in OLFP101 Introduction to Financial Planning.  If you have not completed all the classes when your 21 months are done, you can purchase a one-time extension.

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) The Tools & Techniques of Financial Planning by Stephan R. Leimberg, Carolynn Tomin, and William B. Reeve 14 edition ISBN 978-1588528124
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