CFP® Certification Programs

The Zahn Program provides a gateway to a precise educational understanding of the financial industry. To succeed today a financial advisor must build their credibility by pursuing the required path of a CFP® Professional. Many paths are provided to accommodate the busy working professionals schedule. Our programs provide the highest quality materials and Zahn-trained instructors. Program offerings are as follows.

• CFP Board-Registered Education Programs (Online and Traditional Certificate Programs)
• Comprehensive Live Review
• Continuing Education Programs

CFP Board-Registered Education Programs

CFP Board-Registered Education Programs are offered in partnership with universities. The partnerships offer both traditional classroom-based and online classes. The classroom-based offerings are conducted in an accelerated classroom setting and provide instruction in a six-module curriculum plus Capstone including General Principles, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, and Estate Planning. The online classes are more flexible to accommodate a student’s busy work schedule. All classes are conducted by a Zahn-trained instructor to maintain the program’s overall integrity.

Comprehensive Live Review Program

The Zahn Comprehensive Live Review Program provides a powerful diversity between a self-study pre work approach and an in-class Live Review. A fast-paced, user-friendly format allows each student the flexibility to apply the most current information which parallels the Eighty-Nine Board Released Topics. Our Live Review materials are updated after each testing cycle to provide the most current information for the students testing. Our ability to constantly upgrade our technology resources allowing our students to stay focused on the important issues to pass the CFP® Certification Exam as that is our ultimate goal. Our staff and instructors are trained to fit the Live Review mold by maintaining a personal interest in the success of our students at all levels of the program. Ken and the other instructors all provide real-life financial planning experience to enhance the ability to dissect the case studies in preparation for the CFP® Certification Exam. We adhere to classes that are focused on your ultimate goal.

Continuing Education Programs

Continuing Education is an important component of maintaining this prestigious designation. Students work extremely hard from required education classes, then on to the Live Review studies which filter onto the actual exam. Zahn Program offers both traditional classroom and online offerings to aid in maintaining your designation. FPA Chapters across the U.S. have Ken present at the monthly meetings and annual conferences along with specialized programs for specific company conferences.

Helping you today with your career for tomorrow