I took the class twice. The first time I did not follow instructions and did not put in the required amount of pre-study and failed. The second time I followed instructions and was prepared for the course and passed. Enough said.

Geoff

Prepare for the March 2020 CFP® Certification Examination
by registering for a Live Review Class coming to a city near you.

St Louis, MO	Dallas, TX
Seattle, WA	Chicago, IL
Detroit, MI	Kansas City, MO
Tampa, FL	Washington, DC
Miami, FL	Phoenix, AZ
San Antonio, TX	Salt Lake City, UT
Charlotte, NC	San Francisco, CA
Los Angeles, CA	Cincinnati, OH
Atlanta, GA

Prepare for the July 2020 CFP® Certification Examination
by registering for a Live Review Class coming to a city near you.

Atlanta, GA	San Francisco, CA
St Louis, MO	San Antonio, TX
Tampa, FL	Detroit, MI
Washington, DC	Chicago, IL
Phoenix, AZ	Kansas City, MO
Seattle, WA	Salt Lake City, UT
Miami, FL	Dallas, TX
Los Angeles, CA	Charlotte, NC
Cincinnati, OH

Prepare for the Upcoming CFP® Certification Examination with
Zahn Associates, Inc.'s Supplemental Materials:

Flashcards: Hard Copy, Audio & Online versions available
Test Bank Questions: 1,200 intermediate questions available online and as a printable PDF
Casebook Workshop: 8 video based cases

Order Supplemental Materials

Tallahassee Community College offering partnered
CFP^® Board-Registered Education Program in Lakeland FL

General Principles: Jan 28 - Feb 01, 2020

Insurance Planning: Feb 26 - 29, 2020

Investment Planning: Apr 01 - 04, 2020

Income Tax Planning: May 13 - 16, 2020

Retirement Planning: Jun 24 - 27, 2020

Estate Planning: Jul 29 - Aug 01, 2020

Capstone: Aug 26 - 29, 2020

Tallahassee Community College offering partnered
CFP^® Board-Registered Education Program in Tampa FL

General Principles: Jan 29 - Feb 01, 2020

Insurance Planning: Feb 26 - 29, 2020

Investment Planning: Apr 01 - 04, 2020

Income Tax Planning: May 13 - 16, 2020

Retirement Planning: Jul 08 - 11, 2020

Estate Planning: Jul 29 - Aug 01, 2020

Capstone: Aug 26 - 29, 2020

CFP Certification Professional Education Program University Partnered Programs

Learn More

We offer a variety of Continuing Education Classes:

249408: Code of Ethics and Standards of Conduct 2019
233696: Asset Protection 2020
233729: Family Planning 2020
233730: Financial Plan Design 2020
233731: Financial Ratios and Client Analysis 2020
233738: Keeping Current 2020 Manual and Exam
233737: Medicare Coverage Gaps 2020
233753: S Corporations vs C Corporations 2020
233736: Solo 401(k) vs SEP IRA 2020
233733: Time Value of Money 2020
233735: Window of Opportunity 2020

Upcoming Events

02/21/2020
Miami Dade College - Insurance Planning 1st Weekend
Miami FL

02/21/2020
Bellevue College Cohort B - Income Tax Planning 1st Weekend
Bellevue WA

02/21/2020
Bellevue College Cohort A - General Principles 1st Weekend
Bellevue WA

02/21/2020
Univ of North Florida - Estate Planning 1st Weekend
Jacksonville FL

02/21/2020
Irving-Univ of Dallas - General Principles 1st Weekend
Irving TX

02/21/2020
Univ of North Florida Cohort A - Insurance Planning 1st Weekend
Jacksonvile FL

02/21/2020
Saint Louis University - Income Tax Planning 1st Weekend
St. Louis MO

02/21/2020
Live Review
Detroit MI

02/21/2020
Live Review
Salt Lake City UT

02/21/2020
Live Review
San Francisco CA

02/21/2020
Live Review
Atlanta GA

02/26/2020
Tallahassee Comm College - Insurance Planning
Lakeland FL

02/28/2020
Univ of North Florida - Estate Planning 2nd Weekend
Jacksonville FL

02/28/2020
Miami Dade College - Insurance Planning 2nd Weekend
Miami FL

02/28/2020
Bellevue College Cohort B - Income Tax Planning 2nd Weekend
Bellevue WA

02/28/2020
Bellevue College Cohort A - General Principles 2nd Weekend
Bellevue WA

02/28/2020
Irving-Univ of Dallas - General Principles 2nd Weekend
Irving TX

02/28/2020
Univ of North Florida Cohort A - Insurance Planning 2nd Weekend
Jacksonville FL

02/28/2020
Saint Louis University - Income Tax Planning 2nd Weekend
St. Louis MO

03/07/2020
Univ of North Florida - Estate Planning 3rd Weekend
Jacksonville FL

03/07/2020
Miami Dade College - Insurance Planning 3rd Weekend
Miami FL

03/07/2020
Bellevue College Cohort B - Income Tax Planning 3rd Weekend
Bellevue WA

03/07/2020
Bellevue College Cohort A - General Principles 3rd Weekend
Bellevue WA

03/07/2020
Irving-Univ of Dallas - General Principles 3rd Weekend
Irving TX

03/07/2020
Univ of North Florida Cohort A - Insurance Planning 3rd Weekend
Jacksonville FL

03/07/2020
Saint Louis University - Income Tax Planning 3rd Weekend
St. Louis MO

03/14/2020
Univ of North Florida - Estate Planning 4th Weekend
Jacksonville FL

03/14/2020
Miami Dade College - Insurance Planning 4th Weekend
Miami FL

03/14/2020
Bellevue College Cohort B - Income Tax Planning 4th Weekend
Bellevue WA

03/14/2020
Bellevue College Cohort A - General Principles 4th Weekend
Bellevue WA

03/14/2020
Irving-Univ of Dallas - General Principles 4th Weekend
Irving TX

03/14/2020
Univ of North Florida Cohort A - Insurance Planning 4th Weekend
Jacksonville FL

03/14/2020
Saint Louis University - Income Tax Planning 4th Weekend
St. Louis MO

04/01/2020
Tallahassee Comm College - Investment Planning
Lakeland FL

04/03/2020
Miami Dade College - Investment Planning 1st Weekend
Miami FL

04/03/2020
Univ of North Florida - Capstone 1st Weekend
Jacksonville FL

04/03/2020
Bellevue College Cohort B - Retirement Planning 1st Weekend
Bellevue WA

04/03/2020
Bellevue College Cohort A - Insurance Planning 1st Weekend
Bellevue WA

04/03/2020
Irving-Univ of Dallas - Insurance Planning 1st Weekend
Irving TX

04/03/2020
Univ of North Florida Cohort A - Investment Planning 1st Weekend
Jacksonville FL

04/03/2020
Saint Louis University - Retirement Planning 1st Weekend
St. Louis MO

04/10/2020
Univ of North Florida - Capstone 2nd Weekend
Jacksonville FL

04/17/2020
Miami Dade College - Investment Planning 2nd Weekend
Miami FL

04/17/2020
Univ of North Florida - Capstone 3rd Weekend
Jacksonville FL

04/17/2020
Bellevue College Cohort B - Retirement Planning 2nd Weekend
Bellevue WA

04/17/2020
Bellevue College Cohort A - Insurance Planning 2nd Weekend
Bellevue WA

04/17/2020
Irving-Univ of Dallas - Insurance Planning 2nd Weekend
Irving TX

04/17/2020
Univ of North Florida Cohort A - Investment Planning 2nd Weekend
Jacksonville FL

04/17/2020
Saint Louis University - Retirement Planning 2nd Weekend
St. Louis MO

04/25/2020
Miami Dade College - Investment Planning 3rd Weekend
Miami FL

04/25/2020
Bellevue College Cohort B - Retirement Planning 3rd Weekend
Bellevue WA

04/25/2020
Bellevue College Cohort A - Insurance Planning 3rd Weekend
Bellevue WA

04/25/2020
Irving-Univ of Dallas - Insurance Planning 3rd Weekend
Irving TX

04/25/2020
Univ of North Florida Cohort A - Investment Planning 3rd Weekend
Jacksonville FL

04/25/2020
Saint Louis University - Retirement Planning 3rd Weekend
St. Louis MO

05/02/2020
Miami Dade College - Investment Planning 4th Weekend
Miami FL

05/02/2020
Bellevue College Cohort B - Retirement Planning 4th Weekend
Bellevue WA

05/02/2020
Bellevue College Cohort A - Insurance Planning 4th Weekend
Bellevue WA

05/02/2020
Irving-Univ of Dallas - Insurance Planning 4th Weekend
Irving TX

05/02/2020
Univ of North Florida Cohort A - Investment Planning 4th Weekend
Jacksonville FL

05/02/2020
Saint Louis University - Retirement Planning 4th Weekend
St. Louis MO

05/13/2020
Tallahassee Comm College - Income Tax Planning
Lakeland FL

05/29/2020
Bellevue College Cohort A - Investment Planning 1st Weekend
Bellevue WA

05/29/2020
Miami Dade College - Income Tax Planning 1st Weekend
Miami FL

05/29/2020
Irving-Univ of Dallas - Investment Planning 1st Weekend
Irving TX

05/29/2020
Univ of North Florida Cohort A - Income Tax Planning 1st Weekend
Jacksonville FL

06/05/2020
Bellevue College Cohort B - Estate Planning 1st Weekend
Bellevue WA

06/05/2020
Bellevue College Cohort A - Investment Planning 2nd Weekend
Bellevue WA

06/05/2020
Miami Dade College - Income Tax Planning 2nd Weekend
Miami FL

06/05/2020
Irving-Univ of Dallas - Investment Planning 2nd Weekend
Irving TX

06/05/2020
Univ of North Florida Cohort A - Income Tax Planning 2nd Weekend
Jacksonville FL

06/05/2020
Saint Louis University - Estate Planning 1st Weekend
St. Louis MO

06/05/2020
Live Review
Atlanta GA

06/05/2020
Live Review
San Francisco CA

06/05/2020
Live Review
St. Louis MO

06/05/2020
Live Review
San Antonio TX

06/05/2020
Live Review
Tampa FL

06/05/2020
Live Review
Detroit MI

06/12/2020
Bellevue College Cohort B - Estate Planning 2nd Weekend
Bellevue WA

06/12/2020
Saint Louis University - Estate Planning 2nd Weekend
St. Louis MO

06/12/2020
Live Review
Washington DC

06/12/2020
Live Review
Chicago IL

06/12/2020
Live Review
Phoenix AZ

06/12/2020
Live Review
Kansas City MO

06/12/2020
Live Review
Seattle WA

06/12/2020
Live Review
Salt Lake City UT

06/12/2020
Live Review
Miami FL

06/13/2020
Bellevue College Cohort A - Investment Planning 3rd Weekend
Bellevue WA

06/13/2020
Miami Dade College - Income Tax Planning 3rd Weekend
Miami FL

06/13/2020
Irving-Univ of Dallas - Investment Planning 3rd Weekend
Irving TX

06/13/2020
Univ of North Florida Cohort A - Income Tax Planning 3rd Weekend
Jacksonville FL

06/19/2020
Live Review
Dallas TX

06/19/2020
Live Review
Los Angeles CA

06/19/2020
Live Review
Charlotte NC

06/19/2020
Live Review
Cincinnati OH

06/20/2020
Bellevue College Cohort B - Estate Planning 3rd Weekend
Bellevue WA

06/20/2020
Bellevue College Cohort A - Investment Planning 4th Weekend
Bellevue WA

06/20/2020
Miami Dade College - Income Tax Planning 4th Weekend
Miami FL

06/20/2020
Irving-Univ of Dallas - Investment Planning 4th Weekend
Irving TX

06/20/2020
Univ of North Florida Cohort A - Income Tax Planning 4th Weekend
Jacksonville FL

06/20/2020
Saint Louis University - Estate Planning 3rd Weekend
St. Louis MO

06/24/2020
Tallahassee Comm College - Retirement Planning
Lakeland FL

06/27/2020
Bellevue College Cohort B - Estate Planning 1st Weekend
Bellevue WA

06/27/2020
Saint Louis University - Estate Planning 4th Weekend
St. Louis MO

07/10/2020
Bellevue College Cohort A - Income Tax Planning 1st Weekend
Bellevue WA

07/10/2020
Miami Dade College - Retirement Planning 1st Weekend
Miami FL

07/10/2020
Irving-Univ of Dallas - Income Tax Planning 1st Weekend
Irving TX

07/10/2020
Univ of North Florida Cohort A - Retirement Planning 1st Weekend
Jacksonville FL

07/17/2020
Bellevue College Cohort B - Capstone 1st Weekend
Bellevue WA

07/17/2020
Bellevue College Cohort A - Income Tax Planning 2nd Weekend
Bellevue WA

07/17/2020
Miami Dade College - Retirement Planning 2nd Weekend
Miami FL

07/17/2020
Irving-Univ of Dallas - Income Tax Planning 2nd Weekend
Irving TX

07/17/2020
Univ of North Florida Cohort A - Retirement Planning 2nd Weekend
Jacksonville FL

07/17/2020
Saint Louis University - Capstone 1st Weekend
St. Louis MO

07/24/2020
Bellevue College Cohort B - Capstone 2nd Weekend
Bellevue WA

07/24/2020
Saint Louis University - Capstone 2nd Weekend
St. Louis MO

07/25/2020
Bellevue College Cohort A - Income Tax Planning 3rd Weekend
Bellevue WA

07/25/2020
Miami Dade College - Retirement Planning 3rd Weekend
Miami FL

07/25/2020
Irving-Univ of Dallas - Income Tax Planning 3rd Weekend
Irving TX

07/25/2020
Univ of North Florida Cohort A - Retirement Planning 3rd Weekend
Jacksonville FL

07/29/2020
Tallahassee Comm College - Estate Planning
Lakeland FL

07/31/2020
Bellevue College Cohort B - Capstone 3rd Weekend
Bellevue WA

07/31/2020
Saint Louis University - Capstone 3rd Weekend
St. Louis MO

08/01/2020
Bellevue College Cohort A - Income Tax Planning 4th Weekend
Bellevue WA

08/01/2020
Miami Dade College - Retirement Planning 4th Weekend
Miami FL

08/01/2020
Irving-Univ of Dallas - Income Tax Planning 4th Weekend
Irving TX

08/01/2020
Univ of North Florida Cohort A - Retirement Planning 4th Weekend
Jacksonville FL

08/21/2020
Bellevue College Cohort A - Retirement Planning 1st Weekend
Bellevue WA

08/21/2020
Miami Dade College - Estate Planning 1st Weekend
Miami FL

08/21/2020
Irving-Univ of Dallas - Retirement Planning 1st Weekend
Irving TX

08/21/2020
Univ of North Florida Cohort A - Estate Planning 1st Weekend
Jacksonville FL

08/28/2020
Bellevue College Cohort A - Retirement Planning 2nd Weekend
Bellevue WA

08/28/2020
Miami Dade College - Estate Planning 2nd Weekend
Miami FL

08/28/2020
Irving-Univ of Dallas - Retirement Planning 2nd Weekend
Irving TX

08/28/2020
Univ of North Florida Cohort A - Estate Planning 2nd Weekend
Jacksonville FL

09/12/2020
Bellevue College Cohort A - Retirement Planning 3rd Weekend
Bellevue WA

09/12/2020
Miami Dade College - Estate Planning 3rd Weekend
Miami FL

09/12/2020
Irving-Univ of Dallas - Retirement Planning 3rd Weekend
Irving TX

09/12/2020
Univ of North Florida Cohort A - Estate Planning 3rd Weekend
Jacksonville FL

09/19/2020
Bellevue College Cohort A - Retirement Planning 4th Weekend
Bellevue WA

09/19/2020
Miami Dade College - Estate Planning 4th Weekend
Miami FL

09/19/2020
Irving-Univ of Dallas - Retirement Planning 4th Weekend
Irving TX

09/19/2020
Univ of North Florida Cohort A - Estate Planning 4th Weekend
Jacksonville FL

10/02/2020
Bellevue College Cohort A - Estate Planning 1st Weekend
Bellevue WA

10/02/2020
Miami Dade College - Capstone 1st Weekend
Miami FL

10/02/2020
Irving-Univ of Dallas - Estate Planning 1st Weekend
Irving TX

10/02/2020
Univ of North Florida Cohort A - Capstone 1st Weekend
Jacksonville FL

10/09/2020
Bellevue College Cohort A - Estate Planning 2nd Weekend
Bellevue WA

10/09/2020
Miami Dade College - Capstone 2nd Weekend
Miami FL

10/09/2020
Irving-Univ of Dallas - Estate Planning 2nd Weekend
Irving TX

10/09/2020
Univ of North Florida Cohort A - Capstone 2nd Weekend
Jacksonville FL

10/17/2020
Bellevue College Cohort A - Estate Planning 3rd Weekend
Bellevue WA

10/17/2020
Miami Dade College - Capstone 3rd Weekend
Miami FL

10/17/2020
Irving-Univ of Dallas - Estate Planning 3rd Weekend
Irving TX

10/17/2020
Univ of North Florida Cohort A - Capstone 3rd Weekend
Jacksonville FL

10/24/2020
Bellevue College Cohort A - Estate Planning 4th Weekend
Bellevue WA

10/24/2020
Irving-Univ of Dallas - Estate Planning 4th Weekend
Irving TX

11/06/2020
Bellevue College Cohort A - Capstone 1st Weekend
Bellevue WA

11/06/2020
Irving-Univ of Dallas - Capstone 1st Weekend
Irving TX

11/13/2020
Bellevue College Cohort A - Capstone 2nd Weekend
Bellevue WA

11/13/2020
Irving-Univ of Dallas - Capstone 2nd Weekend
Irving TX

11/20/2020
Bellevue College Cohort A - Capstone 3rd Weekend
Bellevue WA

11/20/2020
Irving-Univ of Dallas - Capstone 3rd Weekend
Irving TX

Education Partnered Programs

Live Review

Continuing Education