financial planning
Program Overview  ...
ONLINE CURRICULUM                                                                  Estate Planning
CFP Board-Registered Pr...
WHY CHOOSE BOSTON UNIVERSITY’S                                                        ABOUT THE TUTORS
ONLINE PROGRAM                                     Module 174 – Insurance Policy Selection            Module 265 – Tax Com...
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financial planning

  1. 1. financial planning (online) Program Overview PROGRAM FOR FINANCIAL PLANNING Developed in 1981, the Program for Financial Planning As concern for financial security has grown, individuals have increasingly turned provides a firm educational foundation. Our program offers to trained financial planners in order to make informed decisions in the face of distinct advantages for individuals who are pursuing a an overwhelming, and at times confusing, wealth of information. CERTIFIED FINANCIAL PLANNER™ certification and to Boston University’s Online Program for Financial Planning was established to meet the demand for professionals trained to assist clients in planning for present and financial services professionals who are looking for a future financial security. The program enhances students’ understanding of a mid-career educational opportunity outside the confines variety of financial strategies and products, and introduces the basics of financial of graduate degree programs. planning. The flexibility of the program enables students to gain knowledge in all relevant areas of interest, to obtain a Boston University Certificate in Financial This program offers: Planning, and to prepare for the CFP® Certification Examination.  Flexibility—the program is delivered 100% online and it can be accessed from anywhere, anytime. Whether you are a beginner or an experienced professional, you can tailor Benefits of Boston University’s Online Program for Financial Planning: the pace of study to fit your schedule and needs. • Cost-effective—expenses related to facilities, travel, and non-productive time  Proven material from one of the nation’s most established are eliminated. and successful CFP® certification programs. • Easy access—you can pursue your education from any computer with Internet  A Boston University Certificate in Financial Planning upon access. successful completion of our program. • Control and flexibility—online education allows you to control the pace of your coursework. On average, students finish the program in 10 to 12 months. Completion of our six courses provides a solid foundation • Subject-matter support—e-mail links to tutors are available on every page of for students who choose to take the CFP® Certification the course. There is no additional fee, and use is unlimited. Examination. • Upon successful completion of the online program, you will have fulfilled the A Message from the Director education component for CFP® certification. • Receive a Certificate in Financial Planning from Boston University. Students want to receive the best financial education possible • Option to obtain course-level letters of completion from Boston University. to enhance their knowledge and advance their careers. The Boston University Program for Financial Planning provides this • Unlimited practice tests. and more with its national reputation for excellence, • 15-day refund guarantee. experienced instructors, high academic standards, and relevant curricula. My commitment and focus as program director is to prepare students for the CFP® Certification Examination and the art and practice of financial planning. If you are seeking "I enjoyed the online course offered by Boston University. Most importantly the finest education available in the growing field of financial it allowed me to progress at my own pace. I completed the course work in planning, I invite you to consider joining the Boston University about 8 months and most importantly, along with a CFP test prep course, Program for Financial Planning. well prepared me to pass the CFP exam in the first try." Carolynn Tomin, CFP® - Larry Rosenblatt, Rosenblatt Advisors, LLC Program Director “As a practicing financial planner I am keenly aware of the value of education. My experience has taught me that the more education planners have, the better they are able to assist their clients in making important financial decisions.“ Robert J. Glovsky, JD, LLM, CFP , CLU, ChFC ® President, Mintz Levin Financial Advisors, LLC Program Director Emeritus For more information, please visit, e-mail, or call 1-800-329-4996.
  2. 2. ONLINE CURRICULUM Estate Planning CFP Board-Registered Program Curriculum This course provides an introduction to gift, estate, and generation-skipping transfer taxes at both the state and federal levels; and to the many planning Introduction to Financial Planning techniques used to minimize the impact of these taxes on transfers of wealth. This course provides a comprehensive examination of the entire financial It explores the income tax effects of gifts and bequests, with particular planning process, along with an overview of the specific areas of personal attention to the limitations on income-shifting, imposed by the Tax Reform Act income tax planning, risk management and insurance, investment planning, of 1986. The non-tax aspects of estate planning, including the estate planning retirement planning, and estate planning. The course introduces methods of process, wills, trusts, durable powers of attorney, powers of appointment, gathering client data and teaches students how to work with clients to set and probate procedure are also studied. The course stresses the need for goals. Students learn how to process and analyze information, construct balancing tax and non-tax considerations in creating successful estate plans. personal financial statements, and understand a written comprehensive Required Book: Estate Planning for Financial Planners, by Michael A. financial plan, including implementing, monitoring, and reviewing the plan. Dalton, Thomas P. Langdon The course also covers communication skills, the regulatory environment, time value of money tools, and other financial planning economic concepts. Instructional Materials Required Books: Tools & Techniques of Financial Planning, by Stephan R. A Hewlett-Packard 12C financial calculator is required. Leimberg; Time and Money: Using Time Value Analysis in Financial Textbook costs are not included in the online course fees. For more Planning, by Robert Crowe information on purchasing the textbooks and an updated book list, please visit Risk Management This course covers various aspects of life, disability, and medical insurance, Testing Structure including how insurance rates are developed, what types of contracts are There are six online course exams on material covered online and in the text. available, how to read insurance proposals, and how life insurance is used in You may take an exam as many times as you like, at no extra fee; only your financial planning. Students also learn about property and casualty insurance, highest score is recorded. You can take each exam independently of the including homeowner’s, liability, and auto insurance. Other topics include others; you do not need to pass one exam in order to move on to the next. group life and health insurance plans. The passing score for exams is 73%. Required Book: Fundamentals of Risk and Insurance, by Emmett J. Certificate in Financial Planning Vaughan, Therese M. Vaughan Students who achieve a minimum grade of C (73%) in each of the six online Investments courses, and an overall grade average of B- (80%), will be eligible to receive This course explores the securities market, sources of information, a Certificate in Financial Planning from Boston University. Upon completion of risk/return, debt and equities, stocks, bonds, options, futures, and security both these requirements, please fill out the Certificate Completion Application analysis, and culminates in portfolio construction and analysis. The course is and send it to the Boston University Center for Professional Education office. designed to help students understand, among other things, how money and Packages Available capital markets operate, how to conduct investment and financial research, All packages include 18 months of online access. and how to evaluate the risks and rates of return for various types of investment vehicles. • Platinum All-Inclusive Package (full online program, review materials, and textbooks) Required Book: Investments: An Introduction, by Herbert B. Mayo • Get-Started Package (full online program) Tax Planning • Individual Online Courses (with/without books) Participants in this course study taxation for sole proprietorships, Call 1-800-329-4996 for prices and low monthly payment plans. partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and securities. The course also introduces other special Advisory Board tax considerations including charitable giving, sale of assets, and more. Vir Herbert K. Daroff, JD, CFP® Required Book: Federal Taxation: Principles, by Thomas R. Pope, Kenneth E. Baystate Financial Services, Estate and Business Planning Anderson, and John L. Kramer Roy T. Diliberto, CFP®, ChFC, CLU Retirement and Employee Benefit Planning Chairman and CEO, RTD Financial Advisors, Inc. This course is taught in two sections. The retirement planning section covers Robert J. Glovsky, CFP®, JD, LLM, ChFC, CLU tax-deferred retirement plans, IRAs, and nonqualified plans. The employee Board member, program director emeritus benefits section covers Social Security and Medicare, civil service, group life, disability, dental, and health insurance. Karen Mineo, Required Book: Retirement Planning and Employee Benefits for Financial Vice president, Producer Training Group, Merrill Lynch and Co. Planners, Fifth Edition, by Michael Dalton Jack Sharry, President, Private Client Group, Phoenix Investment Partners, Ltd. For more information, please visit, e-mail, or call 1-800-329-4996.
  3. 3. WHY CHOOSE BOSTON UNIVERSITY’S ABOUT THE TUTORS ONLINE PROGRAM FOR FINANCIAL PLANNING? KENNETH DEAN, CPA, CFP®, MST • Since 1981, Boston University has trained thousands of financial planners. Kenneth Dean is a Certified Public Accountant and a Certified Financial Its prestigious and time-tested program is now available to you online, Planner™. He has provided accounting and tax services to personal clients when and where you want it. for 20 years. As an international tax manager, he gained 10 years’ experience • Students taking the Boston University Online Financial Planning course have dealing with large multinational companies such as Toshiba and Colgate- a higher exam pass rate. Palmolive. Ken received a Master of Science in Taxation in 1995 and a State • Boston University is the largest private university offering a CFP® and Local Taxation Certificate in 1999 from Fairleigh Dickinson University. certification preparation program registered with Certified Financial A former instructor for Merrimack College, Ken has taught all seven Planner Board of Standards, Inc. financial courses over the past four years. Additionally, he has taught all • BU offers the most comprehensive and affordable online program. sections of the CFP® Certification Examination Review courses for various CFP® programs. Ken is currently a consultant to Boston University’s Online Program for Financial Planning, where he provides input to enrolled CERTIFIED FINANCIAL PLANNER™ students. Ken is a current member of the AICPA and the NJSCPA. The CERTIFIED FINANCIAL PLANNER™ certification is the best-known CAROLYNN TOMIN, CFP® certification in the financial planning community. The Boston University Carolynn Tomin is program director for Boston University’s Programs for Online Program for Financial Planning is registered with the Certified Financial Planning. Carolynn is a Certified Financial Planner™ professional Financial Planner Board of Standards, Inc. (CFP Board) and fulfills the who specializes in financial education. She has taught estate planning courses requirements for education to qualify to sit for the CFP® Certification and CFP® Certification Examination Reviews for fifteen years at Examination. Any student who satisfactorily completes the six courses may Boston University, Merrimack College, and Northeastern University in sit for the two-day CFP® Certification Examination. Students who pass the Massachusetts, and for Florida Gulf Coast University. She has also taught estate examination and fulfill the work experience and ethics requirements may planning and financial planning courses for banks and corporations such as be entitled to the CFP® certification. Merrill Lynch, Smith Barney, Fleet Bank, Bank Boston, Fifth Third Bank, Harvard University, Fidelity Investments, MetLife, John Hancock, and Wasmer, Schroeder & Co. In December 2008 she was appointed to the CFP Board’s Council on Education for a three-year term. She has been a member of the FPA for many years, and has served on the SW Florida chapter Board of Directors. She is a former member of the Boston Estate Planning Council and ® "When choosing a provider of the CFP coursework, I decided on the Collier County Bar Association Estates and Trust Section. Boston University. The primary reason was the ability to work at my own pace and at any time day or night. A secondary reason was that it is a great value. The format was easy to follow, covered the necessary material, and provided the necessary support on the few times questions ® came up. I just got the results of the CFP July 2007 test and I was in the 51% who passed on the first attempt. I made the right choice relying on Boston University. Thank you." - Michael D. Chamberlain, Chamberlain Financial Planning, LLC Boston Institute of Finance, 280 Summer Street, 9th Floor, Boston, Massachusetts 02210 | Phone: 617-443-0009 | Fax: 617-443-0991 | E-mail: Certified Financial Planner Board of Standards, Inc. owns the marks CERTIFIED FINANCIAL PLANNER™, and CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements. Boston University does not certify individuals to use the CFP®, federally registered and CERTIFIED FINANCIAL PLANNER™ certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. For more information, please visit, e-mail, or call 1-800-329-4996.
  4. 4. ONLINE PROGRAM Module 174 – Insurance Policy Selection Module 265 – Tax Compliance FOR FINANCIAL PLANNERS: Module 175 – Insurance Company Selection Module 266 – Alternative Minimum Tax (AMT) COURSE & MODULE LISTING Module 189 – Course Review Module 267 – Tax Management Techniques Module 190 – Course Exam Module 279 – Course Review Course 1 – Introduction to Module 280 – Course Exam Financial Planning Course 3 – Investments Module 191 – Course Preview Course 5 – Retirement Planning Module 101 – Course Preview & Employee Benefits Module 192 – Introduction to Fixed Financial Planning Basics Income Securities Module 221 – Course Preview Module 131 – Introduction to the Module 193 – Introduction to Stocks Module 222 – Retirement Needs Analysis Financial Planning Process Module 194 – Introduction to Pooled Investments Module 223 – Qualified Retirement Plans Module 138 – Life Cycle Planning Module 195 – Derivatives, Insurance Securities Module 224 – Nonqualified Retirement Plans Module 103 – Time Value of Money Concepts & Other Investments Module 225 – Government Plans (457) Module 134 – Budgeting & Personal Module 196 – Investment Risks Module 226 – Other Tax-Advantaged Financial Statements Module 197 – Measures of Investment Returns Retirement Plans Module 136 – Emergency Fund Planning Module 198 – Time Influence on Valuation Module 227 – Investment Considerations Module 137 – Credit & Debt Management Module 199 – Valuation of Stocks & Bonds for Retirement Plans Module 108 – Buying vs Leasing Module 200 – Portfolio Management Module 228 – Distribution Rules, Module 139 – Educational Funding & Measurements Alternatives & Taxation Module 140 – Monetary Settlements Module 201 – Formula Investing & Module 229 – Plan Selection for Businesses & Special Circumstances Investment Strategies Module 230 – Employee Benefit Plans Module 132 – CFP Board's Code of Module 202 – Asset Allocation & Module 231 – Employer/Employee Ethics & Practice Standards Portfolio Diversification Insurance Arrangements Module 133 – CFP Board's Disciplinary Module 203 – Efficient Market Theory (EMT) Module 232 – Social Security Rules & Procedures Module 204 – Asset Pricing Models Module 233 – Regulatory Considerations Module 205 – Buying & Selling Securities Module 249 – Course Review Foundations of Business Module 206 – Hedging & Option Strategies Module 250 – Course Exam Module 102 – Basic Economic Concepts Module 207 – Tax Efficient Investing Module 104 – Characteristics of Various Course 6 – Estate Planning Module 208 – Taxation of Investment Vehicles Business Entities Module 281 – Course Preview Module 219 – Course Review Module 106 – Business Law Module 282 – Overview of Estate Planning Module 220 – Course Exam Module 109 – Function, Purpose & Regulation Module 283 – Forms of Property Ownership of Financial Institutions Course 4 – Tax Planning Module 284 – Gifting strategies Module 141 – Financial Services Industry Module 251 – Course Preview Module 285 – The Gross Estate Regulation Requirements Module 252 – Income Tax Law Fundamentals Module 286 – Calculating the Estate Tax Module 159 – Course Review Module 253 – Gross Income Module 287 – Generation Skipping Transfer Tax Module 160 – Course Exam Module 254 – Income Tax Fundamentals Module 288 – Estate Planning Documents & Calculations Module 289 – The Probate Process Course 2 – Risk Management Module 255 – Tax Characteristics of Entities Module 290 – Trusts Module 161 – Course Preview Module 256 – Basis Module 291 – Charitable Gifting Strategies Module 162 – Principles of Insurance Module 257 – Cost-Recovery Concepts Module 292 – Business Planning Module 163 – Evaluation & Analysis of Module 258 – Introduction to Tax Consequences Module 293 – Miscellaneous Estate Planning Issues Risk Exposure on Sale of Assets Module 294 – Estate Planning Process Module 164 – Legal Aspects of Insurance Module 259 – Like-Kind Exchanges Module 309 – Course Review Module 165 – Property & Casualty Insurance & Involuntary Conversion Module 310 – Course Exam Module 166 – General Business Liability Module 260 – Income Taxation of Trusts Module 167 – Health Insurance & Estates Module 168 – Disability Income Module 261 – Passive Activity TOTAL Module 169 – Long Term Care Module 262 – Charitable Contributions 88 Lesson Modules Module 170 – Life Insurance & Deductions 6 Course Exams Module 171 – Viatical Settlements Module 263 – Tax Implications of Module 172 – Insurance Needs Changing Circumstances Module 173 – Taxation of Insurance Module 264 – Tax Accounting Methods For more information, please visit, e-mail, or call 1-800-329-4996. 06/09