CERTIFIED FINANCIAL PLANNER Certification Education Program

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. CFP Board research shows consumers increasingly rely on credentials when selecting a financial adviser.

As a Certified Financial Planner practitioner, you can energize or revitalize your career, whether as an entrepreneur or in a large firm, by leveraging the knowledge and prestige associated with the world's most recognized financial certification. You will be equipped to provide truly personalized services to clients and maintain high levels of financial planning professional and expertise.

Program Description	Online Learning	Course Descriptions	Textbook
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. CFP Board research shows consumers increasingly rely on credentials when selecting a financial adviser. As a CERTIFIED FINANCIAL PLANNER practitioner, you can energize or revitalize your career, whether as an entrepreneur or in a large firm, by leveraging the knowledge and prestige associated with the world's most recognized financial certification. You will be equipped to provide truly personalized services to clients and maintain high levels of financial planning professional and expertise.* So why pick our program? TCC's certification program is competitively priced and our pass rate on the CFP Certification Examination speaks for itself. Another reason to enroll in our program is the quality of our instructors. Our faculty includes a number of nationally recognized practitioners from across the country with a significant number serving in critical volunteer positions with the CFP Board. Telephone one of our Customer Service Representatives at 850.201.8760 to learn more about Tallahassee Community College's Financial Planner Program or visit the following websites: Certified Financial Planner Board of Standards, Inc. or Ken Zahn, Inc. We offer the CFP® certification courses in a number of locations throughout the United States. 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. 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. Source - Your Career As A CERTIFIED FINANCIAL PLANNER* ™ Practitioner Publication	Many working professionals are interested in using an online format for education to enhance their career by completing the curriculum for the CFP Board-Registered Programs. We believe that not everyone fits the mold for an online structure. As traditional classes will always exist, we are limited in reaching all locations. The market for students using the online model is rapidly growing. We have outlined some of the qualities that we believe are important for a successful experience. You are not easily distracted. You are able to accept the visional barriers of the online environment. You are self-motivated, self-disciplined, and independent. You feel at ease with communicating by writing. Many non-verbal communication emotions are non-viewable to an online instructor, especially confusion. You must be able to articulate your question paralleling the course content. Your computer skills are considered at least average to navigate as instructed. You are responsible and accountable as the online program is a time commitment, and discipline is a necessary, critical component. The purpose of the online delivery method should be for the convenience, not for an easier way to education. You are responsible for obtaining the necessary equipment for online structure meeting the computer program requirements. You are not a procrastinator, and are willing to make time for self-scheduled sessions. If you find yourself getting behind in class work, you must realize it is almost impossible to catch up. You will need to contact us, to advise you of your options. MEET THE INSTRUCTOR Tallahassee Community College has partnered with Zahn Associates, Inc. to deliver the online classes. The instructor for the online class is Kenneth Zahn. Kenneth J. Zahn’s career as a financial planner spans over thirty years. Ken served as an adjunct faculty member for the College of Financial Planning in Denver, Colorado, from 1986 through 2001. He has taught the Certified Financial Planner educational courses as well as various courses nationally through the National Institute of Finance. Program Requirements: High Speed Broadband Internet Access Latest Flash Player Version PDF generating software (A paper will be submitted in PDF format.) Speakers A Current Browser (IE, Netscape, FireFox, or Safari) with Javascript and Cookies Enabled 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. 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.	Review the specific topics covered in the following courses: General Principle of Financial Planning FIN 0310 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. Insurance Planning FIN 0320 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. Investment Planning FIN 0340 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. Income Tax Planning FIN 0330 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. Retirement Planning and Employee Benefits FIN 0350 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. Estate Planning FIN 0360 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.	Our program is designed as a combination of a series The American College textbooks and Ken Zahn Inc. supplemental materials. Both the textbooks and the supplemental materials will be a part of the class curriculum. The cost of textbooks are included in the course registration fee. 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. 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.

Program Description

Online Learning

Course Descriptions

Textbook

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. CFP Board research shows consumers increasingly rely on credentials when selecting a financial adviser.

As a CERTIFIED FINANCIAL PLANNER practitioner, you can energize or revitalize your career, whether as an entrepreneur or in a large firm, by leveraging the knowledge and prestige associated with the world's most recognized financial certification. You will be equipped to provide truly personalized services to clients and maintain high levels of financial planning professional and expertise.*

So why pick our program?

TCC's certification program is competitively priced and our pass rate on the CFP Certification Examination speaks for itself. Another reason to enroll in our program is the quality of our instructors. Our faculty includes a number of nationally recognized practitioners from across the country with a significant number serving in critical volunteer positions with the CFP Board.

Telephone one of our Customer Service Representatives at 850.201.8760 to learn more about Tallahassee Community College's Financial Planner Program or visit the following websites: Certified Financial Planner Board of Standards, Inc. or Ken Zahn, Inc. We offer the CFP® certification courses in a number of locations throughout the United States.

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.

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.

*Source - Your Career As A CERTIFIED FINANCIAL PLANNER ™ Practitioner Publication

Many working professionals are interested in using an online format for education to enhance their career by completing the curriculum for the CFP Board-Registered Programs. We believe that not everyone fits the mold for an online structure. As traditional classes will always exist, we are limited in reaching all locations. The market for students using the online model is rapidly growing. We have outlined some of the qualities that we believe are important for a successful experience.

You are not easily distracted.
You are able to accept the visional barriers of the online environment.
You are self-motivated, self-disciplined, and independent.
You feel at ease with communicating by writing. Many non-verbal communication emotions are non-viewable to an online instructor, especially confusion. You must be able to articulate your question paralleling the course content.
Your computer skills are considered at least average to navigate as instructed.
You are responsible and accountable as the online program is a time commitment, and discipline is a necessary, critical component. The purpose of the online delivery method should be for the convenience, not for an easier way to education.
You are responsible for obtaining the necessary equipment for online structure meeting the computer program requirements.
You are not a procrastinator, and are willing to make time for self-scheduled sessions.
If you find yourself getting behind in class work, you must realize it is almost impossible to catch up. You will need to contact us, to advise you of your options.

MEET THE INSTRUCTOR

Tallahassee Community College has partnered with Zahn Associates, Inc. to deliver the online classes. The instructor for the online class is Kenneth Zahn. Kenneth J. Zahn’s career as a financial planner spans over thirty years. Ken served as an adjunct faculty member for the College of Financial Planning in Denver, Colorado, from 1986 through 2001. He has taught the Certified Financial Planner educational courses as well as various courses nationally through the National Institute of Finance.

Program Requirements:

High Speed Broadband Internet Access
Latest Flash Player Version
PDF generating software (A paper will be submitted in PDF format.)
Speakers

A Current Browser (IE, Netscape, FireFox, or Safari) with Javascript and Cookies Enabled

Review the specific topics covered in the following courses:

General Principle of Financial Planning

FIN 0310

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.

Insurance Planning

FIN 0320

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.

Investment Planning

FIN 0340

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.

Income Tax Planning

FIN 0330

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.

Retirement Planning and Employee Benefits

FIN 0350

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.

Estate Planning

FIN 0360

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.

Our program is designed as a combination of a series The American College textbooks and Ken Zahn Inc. supplemental materials. Both the textbooks and the supplemental materials will be a part of the class curriculum. The cost of textbooks are included in the course registration fee.