Skip Ribbon Commands
Skip to main content
  • TCC Passport
  • Sign In
  • Directory

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. CERTIFIED FINANCIAL PLANNER 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<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.*

cfp_logo_medium.gifSo why pick our program?

Telephone one of our Customer Service Representatives at (850) 201.8760 or email workforce@tcc.fl.edu  to learn more about Tallahassee Community College's Financial Planner Program or visit the following websites: Certified Financial Planner Board of Standards, Inc. or Zahn, Inc. 

Highlights to choosing TCC program:
•    We offer the CFP® certification courses in a number of locations throughout the United States
•    The program is offered in two formats: traditional face-to-face classroom or on-line
•    All industry experienced adjunct faculty are CFP® professionals
•    Online Program offers Online exams and quizzes from your personal computer; no extra trips to the testing center
•    Pay for 1 module at time to allow for reimbursement between modules

 

 Traditional<br>Instruction

 
TCC offers an accelerated program an intensive 7 module educational program which integrates topics covered on the CFP® Certification Examination. The program offers a four-day session format per module spanning over a 9 month timeframe. Programs are typically conducted Wednesday – Saturday. The accelerated program highlights a comprehensive focus to align student knowledge to pass the CFP® Certification Examination. Our instructors are full-time practitioners aligning the course material with real life experiences to help you succeed in your own personal work practices. The following upcoming Traditional class(es) are being held: San Francisco and Nashville
 

 Online<br>Learning

 
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 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

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

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.

 

 Course<br>Outline

 

Review the specific topics covered in the following courses:

FIN0310  General Principles
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.

FIN0320 Insurance Planning
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.

FIN0340 Investment Planning
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.

FIN0330 Income Tax Planning
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.

FIN0350 Retirement Planning
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.

FIN0360 Estate Planning
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.

FIN0370  Capstone
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.

 

 Course<br>Materials

 
Our program is designed as a combination of a Series of The National Underwriter textbooks and Zhan Associates Inc. workbook. Both workbooks will be part of the curriculum. The cost of the 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.
Contact Information

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

Connect With Us
FacebookTwitterYouTubeGoogle PlusPintrest

Join our Mailing List
Email:











Get Adobe Reader
Documents on this page are available in Adobe Acrobat Portable Format(PDF). Adobe Reader software can be downloaded for free from Adobe.

444 Appleyard Drive | Tallahassee, FL 32304 | (850) 201-6200 | webcontent@tcc.fl.edu | Copyright © 2015.
Tallahassee Community College does not discriminate against any person on the basis of race, color, ethnicity, genetic information, national origin, religion, gender, sexual orientation, marital status, disability, or age in programs or activities. Inquiries regarding the non-discrimination policies may be directed to: Renae Tolson, Equity Officer | Room 239 Administration Building | 444 Appleyard Drive | Tallahassee, FL 32304-2895 | (850) 201-6074 | tolsonr@tcc.fl.edu (Other Languages)
Connect With Us
Connect with Us
CCM