Build Your Foundation in Financial Planning
Comprehensive coursework aligned with CFP® Board education requirements and designed to prepare you for certification.
View Education ProgramsFor over 40 years, Zahn Associates has delivered structured exam review, education, and licensing programs trusted by financial professionals nationwide.
Built on the disciplined, structured approach known as the Zahn Method.
Also offering Continuing Education and Securities Licensing programs.
Comprehensive coursework aligned with CFP® Board education requirements and designed to prepare you for certification.
View Education ProgramsStructured live review and guided preparation focused on helping you perform with confidence on exam day.
View Live Review LocationsBoard-approved continuing education designed to keep your knowledge sharp and your credentials up to date.
View CE CoursesFocused instruction and course materials designed to help you meet licensing requirements efficiently.
View Licensing ProgramsHere's what Zahn students have to say.
Great course. Summarize the Code and Standards very well. Appreciate the case study and examples. Very Helpful. - October, 2023
— Andy
The live review course and material was excellent! Helped me tremendously. Thanks for everything you do
— Jim, Edward Jones
I heard that everyone walks out of the exam unsure if they passed. I took Zahn and I knew I passed when I walked out. It makes the waiting period for the results much easier with the confidence you get from the Zahn live review. Thanks Ken
— Nate
About Zahn Associates
Since 1985, Zahn Associates has delivered structured exam review, education, and licensing programs built by practitioners who still work in the industry. Every program is updated to reflect what's actually tested — so your preparation is always current.