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CERTIFIED FINANCIAL PLANNER™

 

 Program<br>Description

 
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.

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 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.

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Program 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 Kristina Finch @ pereirak@tcc.fl.edu
To register and pay for a CFP course, click on the following link: Zahn, Inc.
 
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.

 

 

 Course<br>Outline & Cost

 

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

General Principles - 38 hours - $575.00
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 -  38 hours - $575.00
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 -  38 hours - $575.00
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 -  38 hours - $575.00
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 -  38 hours - $575.00
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 -  38 hours - $575.00
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.

Capstone -  45 hours - $675.00
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.

 

 Certificate<br /> Reprint Request

 

​Certificate Reprint Request

 
For the re-issuing of your CFP Certificate of Completion please:
  1. Fill out this form completely and provide specific information for which courses you need reprints. If you completed the entire program and are needing all certificates replaced, please write Complete Program Participant Request in the message.
  2. Fee:  The fee for reprints of certificates is $5.00 per certificate, if you wish to have an Official Verification letter sent along with your certificate(s), the fee is an additional $25.00.
    1. Payment is required before the request is processed.  You will receive a confirmation of  payment by email once your payment is received and processed.
    2. Due to the process of providing reprints, please allow 14 days, excluding holidays or breaks, to receive your reprints once payment has been processed. There are no exceptions.
    3. At this time, checks are the only acceptable form of payment.
  3. Make Check Payable to: Tallahassee Community College
  4. Send Payment to:
    Tallahassee Community College
    Attention: Workforce Development – Online Training
    444 Appleyard Drive
    Tallahassee, FL 32303

    Include your name and CFP Reprints on the Memo line
  5.  You will receive your Reprints/Verification Letter via email.  Make sure to provide a valid email address in the request.
Contact Information

For more information contact the Division of Workforce Development by phone (850) 201-8760 or e-mail workforce@tcc.fl.edu.

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444 Appleyard Drive | Tallahassee, FL 32304 | (850) 201-6200 | webcontent@tcc.fl.edu | Copyright © 2015.
Tallahassee Community College (TCC) is committed to an environment that embraces Diversity and Inclusion, respects the rights of all individuals, provides equal access and equal opportunity, and does not discriminate against any person on the basis of age, color, disability, ethnicity, gender identity, genetic information, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, or veteran status in its programs and activities. For information regarding the College's non-discrimination policies and Title IX compliance visit our Equity and Civil Rights page or email directly to tolsonr@tcc.fl.edu (Other Languages)
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