Please Wait a Moment
Carla kept us on track and would not allow us to veer off track during the Live Review, keeping us on pace for the 4 day session. She uses some entertaining anecdotes to help us remember complicated information. The Zahn program outlines everything you need to know in depth. Your job is to commit the time and make the effort to know it. "Trust the process. Your time is coming. Just do the work and the results will handle themselves." Tony Gaskins

What We Do


CFP Board-Registered programs available in traditional and online formats

Live Review

Exam prep with study materials and traditional instruction by leading instructors

Continuing Education

Renew certification with CFP Board Quality Partner courses including Code and Standards

Securities Licensing

Leading instructors present exam-focused materials for Series exam preparation.