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Resources and Support


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Course Support Materials

Course Support Materials
You can find additional content for your courses here (if applicable):

Course Formats and Purchase Options

Course Formats and Purchase Options
When purchasing courses, you can choose between the below format options:

  • Online Book, Online Exam (not available for certain Course-in-a-Book™ offerings)
    This option allows you to view the course file(s) in PDF format from the "My Courses" section of your account. You do have the option to download the course PDF file(s) to your computer for offline viewing in addition to viewing them from your account if you wish.

  • Hardcopy Book, Online Exam
    Choosing this option allows access to the online PDF course and online exam as described above in addition to a physical copy of the course and exam that will be mailed to you. Shipping charges may apply.

  • Online Exam ONLY
    This option is available for our Course-in-a-Book™ offerings. This option will provide you with the online exam for the course only. This does not include the book the exam is based on. This option is for customers who already have a copy of the book, or who wish to purchase a digital version of the book seperately (see course description for details).

Purchasing Courses (including purchasing courses for others)

Purchasing Individual Courses

  1. Locate a course by clicking on the “Courses” button on the top menu bar.
  2. When viewing the course search results, click on the course title to view the course information page. This page will provide more information about that particular course.
  3. Purchase the Online (PDF) version
  4. Go to “My Courses” to open your course
  5. Take exam, print certificate.

Online courses can be downloaded for offline viewing. Courses are also available in print sent in the mail.

Purchasing Courses for Others

Are you purchasing courses for more than one person? If so, first login to your account (click here to create an account) and purchase all courses needed (one course per individual). Then click below to fill out the Multiple User Registration Form. We will distribute the courses to each person's account. If they do not have an account setup, we will setup the account for them and they will receive an email with login instructions.

Multiple User Registration Form

Taking Exams

Taking Exams Online

All exams can be taken online from the My Courses section of your account. The exams may be started, stopped, then resumed at a later date. The exams are not timed, and may be retaken if not passed on the first attempt (no charge). Results (correct, incorrect answers) and certificates appear immediately upon passing the exams.

Credit Reporting

CFP® and IRS (EA, ERPA, OTRP) credits are reported weekly.

IMPORTANT NOTICE REGARDING CFP BOARD CREDIT REPORTING: If your credits for this course are due by the end of the current month, you will need to enter your credits manually in your account on the CFP Board's website before the end of the month. Even though we will also report your credits, the Board can take up to two weeks to transfer the credit information from our report into their database.

To enter your CFP credits manually, got to:
https://www.cfp.net

Downloadable Course List

Downloadable Course List

Click below to view our full course list in PDF format.

Beacon Hill Flyer

Additional FAQ

Additional FAQ

Click below to view our FAQ section. This section has answers to many frequently asked questions about our website, products, and services. As an alternative, if you have a question, you can always call us at 1-800-588-7039.

Fequently Asked Questions


BHFE.com Policies, Sponsor/Provider Information, and Privacy Policy

Problems with this Web site

If you have experienced a problem with this Web site (logging in, opening courses, taking exams, etc) please call 800-588-7039 anytime. If you get our voicemail, please leave a message as we are good about returning calls promptly.

Shipping Policy

Orders for printed courses are usually processed within twenty-four hours, on weekdays. We ship via USPS or UPS, depending on the type of shipping requested by the customer (NextDay, 2ndDay, or Ground).

Returns, Refunds, Complaint Resolution

You may return any course within 30 days of purchase (and before you complete the exam) for a full refund (you can also exchange a course for another).
For more information regarding administrative, complaint, and refund policies, please contact the customer service manager at our offices by phone: 800-588-7039 or by E-mail: contact@bhfe.com.

Privacy Policy

Your privacy is your right. The personal information you submit to Beacon Hill Financial Educators, Inc and/or www.bhfe.com, will not be shared, sold, or disclosed to third parties in any form, for any purpose, unless required as part of the order fulfillment or credit reporting process. Beacon Hill Financial Educators, Inc. will not disclose your sales history to third parties for any purpose, at any time.  On occasion (once or twice a year), we will send you post card listing our current courses.
If you have any questions regarding our privacy policy, contact us at 800-588-7039, or contact@bhfe.com.

Continuing Education Sponsor Information

  • Certified Financial Planner Board of Standards, Inc. Sponsor I.D. Number: 1008
  • National Association of State Boards of Accountancy Sponsor I.D. Number: 107615
  • Individual State Board of Accountancy Sponsor I.D. Numbers for States That Require Sponsor Registration:

    Florida: 0004761 (Ethics: 11467)
    New York: 002146
    Hawaii State Board of Public Accountancy:14003
    Ohio: M0021
    Texas: 009349
    We have registered with the Texas State Board of Public Accountancy as aCPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

  • Internal Revenue Service (Enrolled Agent, Other Tax Return Preparer, and Enrolled Retirement Plan Agent) Sponsor Number: FWKKO
  • Information on PACE continuing education reporting requirements.



















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.learningmarket.org. NASBA Sponsor #107615.

Have a Question?
Call 800-588-7039
 


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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 - 2015 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