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Certified Financial Planner Program

SPC's Workforce Institute partnered with Zahn Associates, Inc. to provide a focused CFP Board registered education program. The certification program is 10 months long and will have you ready to test by July 2020. Over 100 students have gone through the program with an 91% average pass rate*.

Program Structure

This program has been developed for working professionals and covers the following courses over a 10-month period:
  • General Principles of Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax
  • Retirement Planning
  • Estate Planning
  • CFP Case Study/Capstone

Class Schedule

Each class is four weekends in length and covers 10 lessons, 3 case studies, a financial plan, and a final exam.

Class Structure

  • 10 Lessons
  • 3 Case Studies
  • Final Exam
  • Financial Plan
  • Extensive Case Studies

Why this program?

  • Eligible for July 2020 CFP Certification Examination
  • Conveniently located at the SPC Downtown Campus
  • CFP® Board Approved, registered education program and completes the education requirements in just 10 months
  • Live classes featuring Ken Zahn materials
  • Class is structured for the working professional utilizing a Friday and Saturday class format
  • All courses are taught by financial service professionals who have earned their CFP certification
  • SPC Certificate of Completion for students who complete all 7 classes in our program

Tuition

The total program cost is $5,850. The discount price for individuals that register for all 7 courses is $5650.
Individual classes are $825 except Capstone Course is $950. All course materials are included.

For More Information

Contact Sondra at seiter.sondra@spcollege.edu or 727-791-5978

*Of students who have tested for the exam.



 

 
 

Class ID: 76731

Start date: 02/25/19

End date: 05/18/19

Days of the Week : Online 24/7 .

Online 24/7 12:00 AM - 12:00 AM (2/25/2019-5/18/2019)

Class Price: $350.00

Location : Online

Instructor : Sondra Seiter 

Call 727-341-4445 to register

Class ID: 76578

Start date: 07/12/19

End date: 08/03/19

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 (7/12/2019-7/12/2019); Weekly - Sat 8:00 AM - 5:00 PM (7/13/2019-7/13/2019); Weekly - Fri 5:30 PM - 9:30 PM (7/19/2019-7/19/2019); Weekly - Sat 8:00 AM - 5:00 PM (7/20/2019-7/20/2019); Weekly - Sat 8:00 AM - 5:00 PM (7/27/2019-7/27/2019); Weekly - Sat 8:00 AM - 5:00 PM (8/3/2019-8/3/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Class ID: 76582

Start date: 08/16/19

End date: 09/14/19

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 (8/16/2019-8/16/2019); Weekly - Sat 8:00 AM - 5:00 PM (8/17/2019-8/17/2019); Weekly - Fri 5:30 PM - 9:30 PM (8/23/2019-8/23/2019); Weekly - Sat 8:00 AM - 5:00 PM (8/24/2019-8/24/2019); Weekly - Sat 8:00 AM - 5:00 PM (9/7/2019-9/7/2019); Weekly - Sat 8:00 AM - 5:00 PM (9/14/2019-9/14/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Class ID: 76586

Start date: 10/04/19

End date: 10/26/19

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

Weekly - Fri 5:30 PM - 9:30 PM (10/4/2019-10/4/2019); Weekly - Sat 8:00 AM - 5:00 PM (10/5/2019-10/5/2019); Weekly - Fri 5:30 PM - 9:30 PM (10/11/2019-10/11/2019); Weekly - Sat 8:00 AM - 5:00 PM (10/12/2019-10/12/2019); Weekly - Fri 5:30 PM - 9:30 PM (10/18/2019-10/18/2019); Weekly - Sat 8:00 AM - 5:00 PM (10/26/2019-10/26/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Class ID: 76602

Start date: 10/14/19

End date: 12/06/19

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

Weekly - Mon 8:00 AM - 5:00 PM (10/14/2019-10/14/2019); Weekly - Fri 5:30 PM - 9:30 PM (11/15/2019-11/15/2019); Weekly - Sat 8:00 AM - 5:00 PM (11/16/2019-11/16/2019); Weekly - Fri 5:30 PM - 9:30 PM (11/22/2019-11/22/2019); Weekly - Sat 8:00 AM - 5:00 PM (11/23/2019-11/23/2019); Weekly - Fri 5:30 PM - 9:30 PM (12/6/2019-12/6/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter