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), and the IRS (EA — Enrolled Agent, OTRP — Other Tax Return Preparer, ERPA — Enrolled Retirement Plan Agent). 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, and Washington.

Our courses are also accepted by the American College (PACE — ChFC and CLU), IMCA (CIMA — Certified Investment Management Analyst®), and the IDFA (CDFA — Certified Divorce Financial Analyst).

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 online account.
  • 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.