(SIE) EXAM PREP

SECURITIES INDUSTRY ESSENTIALS

Providing all the necessary tools to help you prepare, practice, and perform on the exam.

CFP^® Certification Examination

LIVE REVIEW CLASSES

Zahn Associates provides everything you need to pass the exam: the best materials, the best instructors, and the best methodology. Register today for a Live Review class coming to a city near you.

The leading Live Review exam prep

FLASHCARD APP

Over 300 Flashcards for current testing cycle covering: General Principles, Insurance, Investment, Income Tax, Retirement, Estate Planning. Advanced features include mark as learned and shuffle.

CFP^® Certification Professional Education Program

PARTNERED PROGRAMS

Bellevue College  |  St Louis University - TD Ameritrade
Tallahassee Community College  |  University of Dallas  |  University of North Florida  |  Miami Dade College

CFP^® Certification Exam Prep

SUPPLEMENTAL MATERIALS

• Flashcards: Hard Copy, Audio, Online and Mobile (Apple and Android) versions available
• Test Bank Questions: 960+ intermediate questions available online and as a printable PDF
• Casebook Workshop: 8 video based cases

We offer a variety of

CONTINUING EDUCATION CLASSES

FEATURED: Code of Ethics and Standards of Conduct   Keeping Current
ALSO AVAILABLE: Asset Protection  |  Financial Plan Design  |  Financial Ratios and Client Analysis  |  Medicare Coverage Gaps  |  S Corporations vs C Corporations  |  Solo 401(k) vs SEP IRA  |  Time Value of Money  |  Window of Opportunity  |  Small Business Financial Planning

Tallahassee Community College partnered

CFP BOARD-REGISTERED PROGRAMS

General Principles  |  Insurance Planning
Investment Planning  |  Income Tax Planning
Retirement Planning  |  Estate Planning  |  Capstone