Certified Financial Planner


Certified Financial Planner 

Why has the Certified Financial Planner™ certification become so sought after by consumers and the financial planners who serve them? The answer is simple. The public is looking for a planner who has demonstrated a commitment to competency, and the financial professionals want an established certification that sets them apart in a globally expanding financial planning profession. Certified Financial Planner™ CFP® Board research shows consumers increasingly rely on credentials when selecting a financial adviser.

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Program Description


Tallahassee Community College has partnered with Zahn Associates, Inc. to deliver the online classes. The quality adjunct faculty are full-time practitioners aligning real life experience to the classroom lectures.  Our current instructors are: Ken Zahn, Ryan Newton, Tim Hummel and Jim Tomik.

The online program allows you to work from your personal computer, at your own pace, allowing you 90 days to complete each course.

The full program consists of 7 courses that can be taken and paid for individually to allow for reimbursement in-between modules.

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Program Outline

General Principles

38 hours - $595.00

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.

Insurance Planning

38 hours - $595.00

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.

Investment Planning

38 hours - $595.00

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.

Income Tax Planning

38 hours - $595.00

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.

Retirement Planning

38 hours - $595.00

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.

Estate Planning

38 hours - $595.00

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.

Capstone

45 hours - $695.00

The Financial Plan Development Capstone course will integrate the material in all previous program modules. Students will take this course only when they have finished all previous program modules successfully or meet CFP Board criteria for challenge status. This course will be structured as a casework course with cases that will closely reflect the types of cases students may encounter as financial planner.  Students will be required to submit a written plan and present orally.

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Program Technological Requirements:

  • High Speed Broadband Internet Access
  • Latest Flash Player Version
  • PDF generating software
  • Computer web camera enabled
  • Computer speakers
  • Current browser: Netscape, Internet Explorer, Firefox, etc. with JavaScript and Cookies Enabled


Tallahassee Community College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks. CFP® certification is granted solely by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience and examination requirements.

 

For more information, please contact TCC Online Training @ OnlineTraining@tcc.fl.edu or (850) 201-6240

To register and pay for a CFP course, click on the following link: Zahn, Inc.

To Request Reprints of your Certificates click here: Certificate Reprint Request

 ZAHN Logo

Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

 

March 2017 CFP® Certification Examination

  • CFP® Certification Exam Window: July 11-18, 2017
  • Registration Window: March 23, 2017 - June 27, 2017
  • Education Verification Deadline: June 13, 2017