Thanks for the great course! The material really helped me narrow down what do study and the practice questions were a great prep for the actual exam!

Jessica

Tolleson Wealth Management

Prepare for the November 2018 CFP® Certification Examination
by registering for a Live Review Class coming to a city near you.

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

Prepare for the March 2019 CFP® Certification Examination
by registering for a Live Review Class coming to a city near you.

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

Prepare for the July 2019 CFP® Certification Examination
by registering for a Live Review Class coming to a city near you.

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

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 Raleigh NC

General Principles: Jan 23 - 26, 2019

Insurance Planning: Mar 06 - 09, 2019

Investment Planning: Apr 10 - 13, 2019

Income Tax Planning: May 29 - Jun 01, 2019

Retirement Planning: Jul 10 - 13, 2019

Estate Planning: Aug 14 - 17, 2019

Capstone: Sep 11 - 14, 2019

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

General Principles: Jan 09 - 12, 2019

Insurance Planning: Feb 27 - Mar 02, 2019

Investment Planning: Apr 03 - 06, 2019

Income Tax Planning: May 08 - 11, 2019

Retirement Planning: Jun 26 - 29, 2019

Estate Planning: Jul 24 - 27, 2019

Capstone: Aug 14 - 17, 2019

CFP Certification Professional Education Program University Partnered Programs

Learn More

We offer a variety of Continuing Education Classes:

233731: Financial Ratios and Client Analysis 2018
233733: Time Value of Money 2018
233730: Financial Plan Design 2018
233753: S Corporations vs C Corporations 2018
233696: Asset Protection 2018
233737: Medicare Coverage Gaps 2018
233729: Family Planning 2018
233735: Window of Opportunity 2018
233736: Solo 401k vs SEP IRA 2018
249408: Code of Ethics and Standards of Conduct

Upcoming Events

01/23/2019
Tallahassee Comm College - General Principles
Raleigh NC

01/25/2019
Univ of North Florida - General Principles 2nd Weekend
Jacksonville FL

01/29/2019
FPA Central Florida - Code of Ethics and Standards of Conduct
Orlando FL

02/01/2019
Live Review
Los Angeles CA

02/01/2019
Live Review
Kansas City MO

02/02/2019
Univ of North Florida - General Principles 3rd Weekend
Jacksonville FL

02/08/2019
Live Review
Phoenix AZ

02/08/2019
Live Review
Dallas TX

02/08/2019
Live Review
Charlotte NC

02/08/2019
Live Review
Tampa FL

02/08/2019
Live Review
Washington DC

02/09/2019
Univ of North Florida - General Principles 4th Weekend
Jacksonville FL

02/15/2019
Live Review
Chicago IL

02/15/2019
Live Review
St. Louis MO

02/15/2019
Live Review
Miami FL

02/15/2019
Live Review
San Francisco CA

02/15/2019
Live Review
Atlanta GA

02/15/2019
Live Review
Salt Lake City UT

02/22/2019
Live Review
Detroit MI

02/23/2019
Live Review
Cincinnati OH

02/23/2019
Live Review
San Antonio TX

02/27/2019
Tallahassee Comm College - Insurance Planning
Sarasota FL

03/06/2019
Tallahassee Comm College - Insurance Planning
Raleigh NC

04/03/2019
Tallahassee Comm College - Investment Planning
Sarasota FL

04/10/2019
Tallahassee Comm College - Investment Planning
Raleigh NC

05/08/2019
Tallahassee Comm College - Income Tax Planning
Sarasota FL

05/18/2019
Univ of North Florida - Investments 4th Weekend
Jacksonville FL

06/26/2019
Tallahassee Comm College - Retirement Planning
Sarasota FL

07/10/2019
Tallahassee Comm College - Retirement Planning
Raleigh NC

Education Partnered Programs

Live Review

Continuing Education