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Home
About Us
Contact Us
Team Zahn
Education
Overview
OnDemand
Virtual
Live
Live Review
Overview
Live Review Locations
Supplemental Materials
Capstone
Live Review Scholarships
Tutors
Continuing Education
Overview
OnDemand Course Library
Virtual Course Library
Becoming A Member
Speaking Engagements
Course Requirements
COVID-19 Update
Zahn Associates Online Classes
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Tallahassee Community College
Tallahassee Community College's Professional Financial Planning program is registered with the Certified Financial Planner Board of Standards (CFP Board). This programs uses a combination of Tools and Techniques National Underwriter series and a Zahn Associates supplemental book in each of the courses. The program consist of six courses, plus a capstone class. The structure of these courses are accelerated, and we encouraged students to be seasoned in the industry upon registration.
OnDemand
Orders placed prior to 2 PM EST will be processed same business day. Orders placed after 2 PM EST will be processed the next business day.
COURSE
DESCRIPTION
PRICE
PURCHASE
FIN0310
General Principles
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General Principles
Course Information
This course is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.
$595.00
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FIN0320
Insurance Planning
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Insurance Planning
Course Information
This course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. The principles taught prepare students to identify a client’s risk exposure and select appropriate risk management techniques.
$595.00
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FIN0340
Investment Planning
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Investment Planning
Course Information
This course introduces the wide variety of investment vehicles that may be included in a client’s portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.
$595.00
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FIN0330
Income Tax Planning
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Income Tax Planning
Course Information
This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.
$595.00
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FIN0350
Retirement Planning
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Retirement Planning
Course Information
This course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.
$595.00
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FIN0360
Estate Planning
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Estate Planning
Course Information
This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.
$595.00
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FIN0370
Capstone
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Capstone
Course Information
Financial Plan Development Course: This course builds upon the material in the previous 6 courses. Emphasis is on the applications of how to build a strong financial planning plan using concepts that are used in every day practices. The “capstone like” course utilizes case studies and mini-cases to tie together the various disciplines studied in the individual prior courses into a comprehensive financial planning process.
$695.00
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