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Company History and Educational Products
Beacon Hill Financial Educators, Inc. was founded in 1994 with the mission of fulfilling the growing need for high-quality and timely self-study continuing professional education courses for financial planning, accounting, and tax professionals.

Since many financial professionals have licenses in multiple fields, Beacon Hill offers dual-credit courses so that these customers can satisfy their CPE requirements more efficiently.

Beacon Hill is a registered sponsor with CFP Board (CFP® — Certified Financial Planner®), NASBA (CPA — Certified Public Accountant), IRS (EA — Enrolled Agent, OTRP — Other Tax Return Preparer, ERPA — Enrolled Retirement Plan Agent) and the IDFA (CDFA®). We are also a registered sponsor in states where the board of accountancy requires sponsor and/or course registration: Delaware, Florida, Hawaii, Louisiana, Mississippi, New York, Ohio, South Carolina, Tennessee, Texas, Washington and Pennsylvania.

Our CFP Board Ethics Workshop™ seminar is registered with CFP Board, and it is presented through Financial Planning Association chapters throughout the country.

Company Business Philosophy
At Beacon Hill, we know from experience that financial service professionals are busy and want hassle-free, timely service as well as a quality educational experience:

  • Courses are kept up-to-date (annually for most courses).
  • Courses are available in download and print formats and they can be completed anytime, anywhere.
  • Printed courses are usually shipped within twenty-four hours.
  • Exams are taken online and can be completed over multiple sessions.
  • Customers can review their exam results and course completion history, print certificates of completion, and purchase new courses — all through their secure online account.
  • We provide informed and responsive customer service (online, email, phone and chat).

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.

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CPE Beacon Hill Financial Educators, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
IRS Approved Education Provider Copyright © 2001 - 2023 Beacon Hill Financial Educators Inc. All Rights Reserved.
51A Middle Street, Newburyport, MA 01950
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
contact@bhfe.com