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Q. What educational institution are Zahn-instructed classes conducted through?
A. Tallahassee Community College is who mandates and administers the certificate program that Zahn, Inc. is affiliated with to provide classes throughout the U.S.
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Q. What are the CFP Board-Registered programs?
A. CFP® Board of Standard, Inc. has instituted six areas of study for students. These areas include General Principles, Insurance Planning, Investments Planning, Income Tax Planning, Retirement Planning, and Estate Planning. Students are required to pass all six education classes before being eligible to sit for the CERTIFIED FINANCIAL PLANNERTM exam.
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Q. Why do some CFP Board-Registered Programs only have five required classes and TCC/Zahn program have six required courses?
A. Some programs merge General Principles and Insurance into one discipline. The Tallahassee Community College Program using Zahn materials are designed to divide the two classes to give full attention to both sets of subject matter.
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Q. If I am eligible to challenge the CFP Board exam, can I still audit the education classes?
A. You may attend any live classes at a reduced fee and receive no grade. You receive all the same materials as a full paying student.
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Q. What is the CFP Board’s contact information?
A. Phone Number: (800) 487-1497
Website: www.cfp.net
E-mail: mail@cfpboard.org
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Q. How is TCC/Zahn CFP Board-Registered Program structured?
A. The structure of these classes are accelerated, and we encouraged students to be seasoned in the industry upon registration. Classes normally meet for a four-day period approximately once a month during a seven month span. This path is extremely successful for those students who have been in the industry for a while or need to audit the class for a refresher.
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Q. For the education program, is Zahn materials used in any other university based program locations other than in Tampa?
A. Yes, we have affiliates. For more information about the programs they provide, from our website, click CFP Board-Registered Programs, Affiliates.
1 - Brett Danko LLC - traditional classes throughout the U.S.
2 - University of Central FL - executive style weekend format for working professionals Friday 5 -9 pm; Saturday 8 am - 5 pm
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Q. Do I get a discount for purchasing all six education courses at once?
A. No, the education class registrations are pay as you go. But, for the one price you receive all class materials including flashcards. Once you complete all six classes, you will receive a discount to attend the Comprehensive Live Review most convenient for you.
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Q. Can we defer payment or do you have a payment plan?
A. No, each education class registrations require full payment at time of registration.
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Q. What is an audit student vs. traditional registration? Why is an audit less expensive?
A. An audit registration is for students who are eligible to bypass the education programs due to a specific designation they currently have obtained. To check eligibility we highly recommend that you visit the CFP Board website www.cfp.net to see their listing. Also, an audit registration could be a student that has already obtained their education requirements, but need to revisit a trouble area. We do request that you have documentation showing those classes have been previously taken.
The audit fee is less expensive simply because there is no paper trail or grading kept in our records. The student is soley responsible for their scoring. The student will receive all the materials just as a full paying student.
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Q. What type of payment is accepted?
A. MasterCard, Visa, and American Express are all accepted. We also have listed in our shopping cart area an option to pay by check.
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Q. If I have completed some individual modules through another provider, can I still attend the remaining courses I need with the Tallahassee Community College / Zahn program? UCF program?
A. Yes, students are permitted to mix their courses from other CFP Board-Registered programs. When applying for the CERTIFIED FINANCIAL PLANNERTM exam, you must present all certificates of completion to the CFP Board. Both UCF and TCC programs allow this mix option, but the student is responsible for submitting the individual certificates to the CFP Board.
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Q. What communication should I expect once I have registered?
A. You will receive four separate e-mails.
1 - Automated e-mail with program policies
2 – Automated e-mail Order Confirmation.
3 - Once your order is processed, typically within one business day, another e-mail is sent with your Student Center login information
4 – Automated UPS with shipping and tracking information from Quantum View UPS .
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Q. What attire should I wear to the education classes?
A. You will want to be as comfortable as possible. Most students wear casual attire.
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Q. I have an insurance license; do I get continuing education credits?
A. Yes, currently we have the education classes approved for Florida Department of Insurance credits.
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Q. What is the average class size?
A. We range from 10 to 30 students depending on location, instructor and timing in the classes.
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Q. When I have completed all six education courses, does that automatically registers me for Ken Zahn’s Comprehensive Live Review and the CERTIFIED FINANCIAL PLANNERTM exam?
A. No, you will need to register for the Comprehensive Live Review on the Zahn website. Also, the student is solely responsible for applying to sit for the CERTIFIED FINANCIAL PLANNERTM exam on the CFP Board’s website at www.cfp.net.
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