Boston University Center for Professional Education

Turn knowledge into confident financial guidance.

Build expertise in investments, retirement, risk management, and estate planning while learning to create personalized strategies that reflect each client’s goals, values, and life circumstances.

Boston University’s online Financial Planning Program prepares you to deliver real-world advice and meet the education requirements for the CFP® exam. Learn more: https://bit.ly/4mlSRJh

At BU Financial Planning, support goes beyond the classroom.

Our Stay on Track webinar series gives students access to exclusive sessions that help them connect coursework to real-world practice and prepare for what comes next in their careers.

This spring, upcoming topics include From Coursework to Real Clients: Applying What You’ve Learned, which helps students see how areas like retirement planning, investments, taxes, and insurance show up in real client scenarios, and Prepping for CFP® Certification and Your Career on May 13, focused on exam planning, the Capstone course, and career-building steps like additional licensing exams.

It’s one more way BU helps students stay supported, career-focused, and prepared to finish strong.

Learn more at: https://bit.ly/4mo9tjA

From Texas to Michigan and beyond, BU’s online Financial Planning Program brings together career changers, working advisors, and future CFP® professionals who are serious about what’s next. Join more than 12,000 learners investing in their future and growing together.
Meet the BU financial planning class: https://bit.ly/4aWYVEk

Our Financial Planning Certificate equips you with the knowledge you need to support clients, make informed recommendations, and grow professionally, and each completed course earns you a Boston University digital credential.
These shareable badges validate your expertise and highlight your commitment to high-quality training.
Show the industry what you can do! https://bit.ly/49qBC4A

Curious what it really means to earn BU’s Financial Planning Certificate? Check out our on-demand program walkthrough, a full tour of what the coursework, pacing, and outcomes look like when you join.

Watch here:

Online Financial Planning Program Walkthrough - BU Online Financial Planning Program View our on-demand walkthrough to see how our fully online, flexible program can transform your financial planning career or help you break into the field.