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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 November 2022 test window.

Attend an Information Session: https://web.spcollege.edu/survey/27833

Program Structure

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

Class Structure

General Principles of Financial Planning and Investment Planning will be facilitated live-online using Zoom. The other classes will be delivered in a hybrid model (on-campus meetings and classes will be streamed via Zoom).

  • Weeks 1 & 2: Friday 5:30 - 9:30 pm AND Saturday 8 am - 5 pm
  • Week 3: Saturday 8 am - 5 pm
  • Week 4: Saturday 8 am - 5 pm
  • View course dates

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

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: 79391

Start date: 09/10/21

End date: 10/02/21

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 (9/10/2021-9/10/2021); Weekly - Sat 8:00 AM - 5:00 PM (9/11/2021-9/11/2021); Weekly - Fri 5:30 PM - 9:30 PM (9/17/2021-9/17/2021); Weekly - Sat 8:00 AM - 5:00 PM (9/18/2021-9/18/2021); Weekly - Sat 8:00 AM - 5:00 PM (9/25/2021-9/25/2021); Weekly - Sat 8:00 AM - 5:00 PM (10/2/2021-10/2/2021)

Class Price: $825.00

Location : EpiCenter Location : 
  EpiCenter.

Room :  LIVEONLINE

Instructor : Sondra Seiter 

Class ID: 79393

Start date: 10/22/21

End date: 11/13/21

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 (10/22/2021-10/22/2021); Weekly - Sat 8:00 AM - 5:00 PM (10/23/2021-10/23/2021); Weekly - Fri 5:30 PM - 9:30 PM (10/29/2021-10/29/2021); Weekly - Sat 8:00 AM - 5:00 PM (10/30/2021-10/30/2021); Weekly - Sat 8:00 AM - 5:00 PM (11/6/2021-11/6/2021); Weekly - Sat 8:00 AM - 5:00 PM (11/13/2021-11/13/2021)

Class Price: $825.00

Location : EpiCenter Location : 
  EpiCenter.

Room :  LIVEONLINE

Instructor : Sondra Seiter 

Class ID: 79409

Start date: 01/07/22

End date: 01/29/22

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 (1/7/2022-1/7/2022); Weekly - Sat 8:00 AM - 5:00 PM (1/8/2022-1/8/2022); 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 - 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)

Class Price: $825.00

Location : Multiple Location : 
  SPC Downtown Campus
  SPC Midtown.

Instructor : Sondra Seiter 

Class ID: 79410

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 : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Class ID: 79411

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 : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter