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Zahn Associates Continuing Education Overview

Continuing Education Overview

We are dedicated to providing Continuing Education opportunities for those who want to expand and update their knowledge of the financial planning process in both traditional classroom and online formats. We will enable you to upgrade, acquire, or simply refresh financial planning skills. These skills will allow you to diversify your practice and may prevent you from a one-dimensional practice. Upon successful completion, we will submit all Continuing Education hours directly to the CFP Board.

Online Continuing Education course materials are provided online.

Traditional Continuing Education training course materials are available in hard copy during the presentation.

For inquiries regarding the number of Continuing Education hours remaining due and reporting deadline, please log on to your CFP Board account.

Class Library

Continuing Education

CE Quality Partner

FPA Miami Symposium 
Great Instructor - Ryan Newton
Andreas
Ubs Ag Miami Branch

Code of Ethics and Standards of Conduct

2 hours, required for all CFP®; Professionals and approved by the CFP Board.
NOTE: The CFP Board has stated that the Code of Ethics and Standards of Conduct are in effect as of October 1, 2019 and will be enforced beginning on June 30, 2020.
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Keeping Current Manual

10 hours (exam purchase required), keeps you abreast on changes in the industry with accompanying videos. The manual is updated annually with all the current tax laws.
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