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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.  

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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
Available for Credit
1 to 3 units
CEUs
3 CEUs
Reading List / Textbook

All required texts are listed below.

To order your books, please use the BU Bookstore.  
 
- Start on the “Find Course Materials” page
- Select Spring '25 On Campus from the Term menu

  • Please note: You must select Spring '25 On Campus even though your course is online and begins during the fall term. This is how the BU Bookstore lists CPE courses

- Select CPE FP from the Department menu  

  • This menu is alphabetical. CPE is directly below COM

- Select 109 in the Course menu
- Select OL in the Section menu
- Click Retrieve Materials

Section Notes

This class ends on March 31, 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 978-1949506365
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