Education

Your CFP® Exam Success Starts with Zahn Associates.

Preparing for the CFP® Certification Exam takes more than hard work. It takes the right strategy, comprehensive study resources, expert instruction, and support you can count on.

Zahn Associates delivers a comprehensive exam prep experience designed to help you study smarter, strengthen your understanding, and build the confidence to succeed. With structured Prestudy materials, instructor-led Live Review classes both Live In Person and Virtual, practice questions and cases, mock exams, and ongoing student support, you will have the tools and guidance to stay focused on your goal.

A clear path. The right preparation. A stronger you on exam day.

Zahn Associates — Your Partner in CFP® Exam Success.

Students collaborating on financial planning coursework

The Zahn difference

Every student gets the complete program.

Complete your coursework through our flexible OnDemand self-study format or Live Virtual classes with a structured schedule covering the CFP Board topics. Both options offer high-quality instruction and a guided curriculum designed to support your progress toward CFP® certification.

Education Overview

Zahn Associates leads partnered university programs that help students fulfill the education requirements for CFP® certification. Our curriculum combines National Underwriter’s Tools and Techniques textbook series with Zahn Associates supplemental materials.

Our education program is designed to help students develop a thorough understanding of CFP Board topics, building the knowledge and confidence needed for success. While the education program focuses on mastering the material, exam preparation focuses on applying that knowledge to successfully navigate and pass the CFP® exam. Together, these two stages provide a strong foundation for achieving CFP® certification.

CFP Board required topics are incorporated in the program courses. We recommend taking the modules in order. CFP Board exam is offered each March, July, and November. To learn more about becoming a CFP® professional and the exam process, click here.

Transfer Students

If you’ve taken courses through another education provider, you may be able to apply that coursework toward your remaining requirements. Let us know what you’ve already finished, and we’ll help you determine the best path forward.

Group Discounts

We offer special discounts for companies enrolling multiple employees in our education programs. Contact us to explore available savings and find the enrollment options that best suit your team’s needs.

Your Complete Toolkit

More Than Coursework — A Complete Study Platform

Your education program includes the Zahn Student Center and a free companion app. The Student Center is where you work through the program. The app keeps glossary and acronym study with you wherever you are.

Inside the Student Center

Included with every program

  • Most current class materials are included in the tuition
  • Instructor-led lectures by CFP® professionals
  • A personal welcome call to start you on track with a Team Advisor
  • Instructor-led calculator instructional videos
  • Quizzes: test your knowledge of each topic as you move through the program
  • Cases: learn to apply what you have studied to real-life client scenarios
  • Final exam: test your comprehensive knowledge
  • Build a Client: create a client using the concepts you have learned

The Zahn App — Study Anywhere

Free on Apple & Android

  • Glossary flashcards across the exam topics
  • Financial acronym flashcards

Trusted by Financial Professionals Nationwide

Here's what Zahn students have to say.

I really appreciate the entire team at Zahn. It took me much longer to complete the capstone than I originally planned (not cause of Zahn). The team was patient and supportive of me the entire time.

— Andrew McNeish

University Partnered Programs

Build Your Expertise. Advance Your Career. Achieve Your CFP® Goals. Take the next step toward a rewarding career in financial planning with our comprehensive seven-course curriculum, taught by practicing CFP® professionals who bring real-world expertise and current client scenarios into the classroom. Earn your Certificate while gaining the knowledge and practical skills needed to succeed in the profession and fulfill CFP Board’s education requirement for CFP® certification. With a curriculum aligned with CFP Board’s learning objectives, you will build a strong foundation for professional growth and success in financial planning.

Prepare with Confidence. Perform with Excellence. Our CFP Board Registered Program consistently delivers pass rates above the national average, helping students turn their CFP® certification goals into achievements.

Flexible Learning for Busy Professionals: Achieve your CFP® certification goals on your schedule with flexible learning options, including scheduled Live Virtual and OnDemand Self-Study formats.

Learning Experience: Online resources are advanced by customized platform guiding your progress building your content foundation for success.

Class Formats

  • OnDemand Self-Study: Prerecorded lectures with ongoing rolling enrollment.
  • Extended Program: Held Wednesday evenings and select Saturdays.
  • Executive Program: Friday evenings and full Saturdays over 4 weekends.

All program pricing includes course materials.

OnDemand

Self-Study

Tallahassee State College

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Virtual

Extended and Executive Programs

University of Dallas

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Virtual

Extended Program

North Carolina Central University

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OnDemand

  • Each course is purchased individually: pay-as-you-go.
  • Orders placed prior to 2 PM ET will be processed same business day. Orders placed after 2 PM ET will be processed the next business day.
  • Upon completion of the program following Capstone, the CFP Board requires a program submission fee.

FIN0310

General Principles

$595.00

FIN0320

Insurance Planning

$595.00

FIN0340

Investment Planning

$595.00

FIN0330

Psychology, Income Tax Planning

$595.00

FIN0350

Retirement Planning

$595.00

FIN0360

Estate Planning

$595.00

FIN0370

Capstone

$695.00