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The Certified Financial Planner Professional Education Program

SPC in partnership with Zahn Associates, Inc., provides a focused CFP® Board registered education program that allows you to complete the education requirement in just 10 months and has you ready to sit for the exam in the March 2023 test window.

Program Structure

  • General Principles
  • Insurance Planning
  • Investment Planning
  • Income Tax
  • Retirement Planning
  • Estate Planning
  • CFP Case Study/Capstone

Class Structure

All classes will be facilitated via Zoom.

Each of the classes includes the following:

  • 10 Lessons (covered over weeks 1-3)
  • 3 Case Studies (covered over weeks 3-4)
  • Final Exam: Held on the final day of class
  • Course materials (included in tuition)
    • Textbook
    • Zahn Workbook
    • Extensive Case Studies
    • National Underwriter textbook

Tuition

  • Total Program Cost: $5,850, includes all course materials
  • Discount for individuals that register for all 7 courses: $5650
  • Corporate discount rate available for 2 or more employee registrations: $5,000

Why this program?
 
  • CFP® Board Approved, registered education program and complete the education requirements in just 10 months
  • Class is structured for the working professional utilizing a Friday and Saturday class format
  • All courses are taught by financial services professionals who have earned their CFP® certification. Meet Our Instructor: https://www.kenzahn.com/Home/Team-Zahn/IID/11 
  • Certificate of Completion from SPC Workforce Education for students who complete all 7 classes in our program
 
 

Class ID: 79706

Start date: 01/14/22

End date: 02/05/22

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (1/14/2022-1/14/2022); Weekly - Sat 8:00 AM - 5:00 PM (1/15/2022-1/15/2022); Weekly - Fri 5:30 PM - 9:30 PM (1/21/2022-1/21/2022); Weekly - Sat 8:00 AM - 5:00 PM (1/22/2022-1/22/2022); Weekly - Sat 8:00 AM - 5:00 PM (1/29/2022-1/29/2022); Weekly - Sat 8:00 AM - 5:00 PM (2/5/2022-2/5/2022)

Class Price: $825.00

Location : EpiCenter Location : 
  EpiCenter.

Room :  LIVEONLINE

Instructor : Sondra Seiter 

Please read: Early registration encouraged so that we can ...More

Class ID: 79709

Start date: 02/18/22

End date: 03/12/22

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (2/18/2022-2/18/2022); Weekly - Sat 8:00 AM - 5:00 PM (2/19/2022-2/19/2022); Weekly - Fri 5:30 PM - 9:30 PM (2/25/2022-2/25/2022); Weekly - Sat 8:00 AM - 5:00 PM (2/26/2022-2/26/2022); Weekly - Sat 8:00 AM - 5:00 PM (3/5/2022-3/5/2022); Weekly - Sat 8:00 AM - 5:00 PM (3/12/2022-3/12/2022)

Class Price: $825.00

Location : EpiCenter Location : 
  EpiCenter.

Room :  LIVEONLINE

Instructor : Sondra Seiter 

Class ID: 79710

Start date: 04/01/22

End date: 04/30/22

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (4/1/2022-4/1/2022); Weekly - Sat 8:00 AM - 5:00 PM (4/2/2022-4/2/2022); Weekly - Fri 5:30 PM - 9:30 PM (4/8/2022-4/8/2022); Weekly - Sat 8:00 AM - 5:00 PM (4/9/2022-4/9/2022); Weekly - Sat 8:00 AM - 5:00 PM (4/23/2022-4/23/2022); Weekly - Sat 8:00 AM - 5:00 PM (4/30/2022-4/30/2022)

Class Price: $825.00

Location : EpiCenter Location : 
  EpiCenter.

Room :  LIVEONLINE

Instructor : Sondra Seiter