Self-Study Continuing Education Courses for Financial Professionals:
About Us

Company History
Beacon Hill Financial Educators was founded in 1994 to fill the need for high-quality CFP^® continuing education courses offered in a convenient and cost-effective way to financial professionals. The company's first course was a live seminar covering the CFP Board's Code of Ethics and Professional Responsibilities. This well-received workshop was subsequently used as a basis for Beacon Hill's best-selling Ethics in Financial Planning, and CFP Board Code of Ethics with Practice Standards self-study courses.The success of the Ethics Workshop and the Ethics self-study courses lead to other course offerings covering the major financial planning and accounting subject areas.

In 2000, Beacon Hill launched the Course-in-a-Book^® series based on the idea that popular industry trade books could be adopted for self-study. The goal was to give customers the opportunity to purchase the works of well known industry authors and receive continuing education credit by studying the material in self-study course format.

In 2003, Beacon Hill began offering courses that carried both CFP^® and CPA (CPE) credit for financial practitioners who have both licenses. Beacon Hill currently has dual-credit courses in tax, investments, and ethics. In late-2009, Beacon Hill will begin offering audit and accounting topics for CPAs.

 Company Business Philosophy
At Beacon Hill, we know from experience that CFP^®, CPA, and other financial services professionals are busy and want hassle-free, timely service as well as a quality product:

• Courses are available in a variety of formats so that they can be taken anytime, anywhere.
• Print materials are shipped immediately once an order is received.
• Exams are graded and results returned to customers promptly, within a few minutes for online e-exams, and same-day for faxed exams.

Our goal is to provide high quality and responsive customer service, and to provide up-to-date courses that meet the ongoing educational needs of our customers. Over the years, we have continuously increased the number of courses offered. We are an approved provider for CFP^®, (CFP Board), CPA (NASBA Registry and QAS), EA (IRS), CTFA (ICB), and ChFC/CLU (PACE) continuing education. And, looking to the future, plans are in place to keep the company on the cutting edge through the use of technology, new course-learning methodologies, enhanced order and exam processing capabilities, and the expansion of our corporate and seminar businesses.

A History of Satisfied Customers
Over the years, Beacon Hill has created both live and self-study courses for individual customers and corporate clients throughout the country. Our corporate clients include:

• Ameriprise Financial
• The National Association of Personal Financial Advisors
• The Financial Planning Association
• Smith Barney
• LPL Financial Services/Mutual Service Corporation 
• UBS
• Oxford Financial Group, Ltd.
• Wells Fargo
• Merrill Lynch