About Us

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 CE and Ethics: CFP®;
  • National State Boards of Accountancy, National Registry of CPE Sponsors (NASABA): CPA), and Individual State Boards of Accountancy (where applicable);
  • Internal Revenue Service (IRS): EA, OTRP, ERPA;
  • Institute for Divorce Financial Analysts™ (IDFA®): CDFA®;
  • Investments & Wealth Institute® (IWI®): CIMA®, CPWA®, RMA®.

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 so that they can be taken 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 own secure online account.
  • Credits are reported for CFP®, IRS, and CDFA® CE.
  • We provide informed and responsive customer service (online, email, and phone).

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.