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.

TCC is a CFP® Board Registered Program


With a growing demand for qualified personal financial planners, now is the time to become a CERTIFIED FINANCIAL PLANNER™ professional.

Whether you're just starting your education, looking to change careers, or seeking to improve your professional status, CFP® certification can open the door to more and better opportunities.  The American public's need for personal financial planning expertise is greater than ever, and recruiters and prospective employers recognize CFP® certification as the most desired designation in this growing field.


CFP® Career Center

Program Description

Tallahassee Community College has partnered with Zahn Associates, Inc. to deliver the both online and traditional face-to-face classes. The online program allows you to work from your personal computer, at your own pace, allowing you 90 days to complete each course. Traditional face-to-face are offered throughout the year at various cities through the country.

Register for a CFP® Course

Program Outline

The full program (either online or a traditional face-to-face offering) consists of 7 courses that can be taken and paid for individually to allow for reimbursement in-between modules.

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.


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.

Online 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.

Certified Financial Planner FAQ

For more information, please contact us at OnlineTraining@tcc.fl.edu .

Reprint a Certificate

Request Reprints of your Certificates here.

CFP® Certification Examination Dates (See exam dates and deadlines section)

Career Coach

Explore what careers are out there for degrees in Financial Planning.



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.