Partner Spotlight: fpPathfinder + Boston University

fpPathfinder is thrilled to announce a new partnership with Boston University, a leader in financial education and professional development.


Through this partnership, fpPathfinder will integrate its comprehensive financial planning checklists, flowcharts, and summary guides into Boston University’s CFP® education curriculum. This collaboration will provide students with practical tools to apply their academic knowledge to real-world financial planning scenarios, enhancing both their education and future professional practice.


How It Works

Boston University students will gain access to select fpPathfinder checklists, flowcharts, and summary guides via their learning management system. These guides will be integrated into their learning materials, offering them hands-on experience with practical applications of core financial planning concepts.


About fpPathfinder

Founded in 2018, fpPathfinder is committed to simplifying complex financial planning concepts through easy-to-use checklists, flowcharts, and summary guides. Our goal is to empower financial advisors and students with tools that turn intricate planning into clear, actionable steps.

For more information about fpPathfinder, visit www.fpPathfinder.com.


About Boston University’s Financial Planning Program

Boston University is recognized as a top institution for financial education, offering comprehensive programs that prepare future financial professionals for CFP® certification and successful careers.

For more information about Boston University’s financial planning programs, visit www.bu.edu.

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