Great capstone course. Excellent videos and the final financial plan presentation really encapsulated the entire curriculum.

CFP® Certification Professional Education Program
University Partnered Programs

Individuals who wish to receive their CFP® professional designation must successfully complete a CFP Board-approved educational program. Zahn Associates, Inc. has university partnerships offering leading traditional programs in weekend executive format. Zahn Associates, Inc. offers a demo viewing of the online programs offered through the Tallahassee Community College partnership. We invite you to watch the demo as Ken instruct from the Zahn Program curriculum.
Upon successful completion of any of the programs, students are eligible to sit for CFP® Certification Examination given each year in March, July, and November. The programs are offered in both Traditional and Online formats. The university programs do accept transfer students from other curriculums and challenge students with eligible designations. All instruction, textbooks and supplemental materials are included in the price of the classes. The National Underwriter's Tools and Techniques series textbook are used in all the partnered program curriculum.
The Zahn Program format consist of General Principles, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and Capstone. The programs are designed in the weekend format to accommodate working professionals striving to advance their career opportunities. All the instructors have completed a rigorous series of Zahn training along with actively working in the financial industry.
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Course Description

  • General Principles
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Capstone
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Traditional Classes

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Online Classes

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