Financial Planning Certificate Program

Bryant University’s Certificate Program in Financial Planning provides the scope of knowledge and expertise required to deliver full-service financial guidance. Designed with the working professional in mind, this comprehensive program provides the tools and information necessary to assist clients in accumulating, conserving, and transferring personal wealth to achieve their goals. As a CFP® Board registered provider, our program satisfies the educational requirements to earn the CFP® Certification upon passing the exam.

Bryant's focus on overall educational excellence extends beyond its industry-leading curriculum for CFP® certification. We pair our highly regarded curriculum with a faculty that is equally well regarded.

The Bryant University Online Certificate in Financial Planning was meticulously engineered to ensure that content is delivered as efficiently and clearly as possible. The streamlined content is broken into ideally sized segments to enhance long-term memory retention, thereby making CFP® certification education as manageable and efficient as possible.

The Program consists of seven courses:

  • Introduction to Financial Planning
  • Insurance Planning and Risk Management
  • Investment Planning
  • Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Financial Planning Capstone Course

Choose the type of program and pace that best fits your needs: Fast track your CFP® Certification - Instructor-led virtual class room, or learn at your own pace - self-paced online preparation

Becoming a CERTIFIED FINANCIAL PLANNER™ Professional is now easier and faster. By adding the extremely popular accelerated and instructor-led virtual classroom to Bryant University's online Financial Planning Certificate core curriculum, you can complete your education requirement in just twelve months .

The virtual classroom schedule is aligned with each CFP Board exam date to reduce the gap between study and exam taking. Minimizing this time gap ensures that the content remains fresh which helps to improve testing outcome. Students will have time to take a review course to further improve his or her preparation for the next exam.


For more information

To learn more about Bryant University's Online CFP ® Certification Education Program, please visit The Boston Institute of Finance.

If you would like to discuss anything about the program before taking this career-critical step, please contact us at 800-329-4996 or