Choose one of our leading partnered programs for your path to obtaining the CFP® mark. Each Zahn partnered program offers a unique personalized experience with premium industry leading content. Each expert instructor is a working CFP® professional lending quality instruction by allowing real world experience examples embedded in the curriculum. Overall, the program allows student to gain holistic knowledge of the topic content. The curriculum instruction is sized appropriately to lead the students on a successful path to completion.
National Underwriter's Tools and Techniques series textbooks are used in the partnered program curriculum. All instruction and textbooks are included in the program price. All partnered programs do accept transfer students from other curricula and challenge students. Upon successful completion of the program, students are eligible for CFP® Certification Examination given each year in March, July, and November. To learn more about the exam process, click here.
The CFP Board required topics are developed in the courses: General Principles, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and Capstone. We highly recommend taking the individual modules in order of the series as they tend to build on each other.
Grading is based on quizzes, case studies, final exam, and a Building a Client assignment.
- The quizzes vary in length ranging from 10 to 20 questions each.
- The cases have approximately 15 questions each.
- The final exams range from 50 to 60 questions each.
- The Building a Client allows the student to make the transition from course material to case scenario.