CFP Board-Registered Program Developed by PBSC in partnership with Zahn Associates, Inc.

PBSC Certified Financial Planner™ Certification Education Program meets the needs of professionals who plan, assess, and evaluate a client's financial future through the development of a comprehensive financial plan. Our program's courses are taught by financial service professionals who provide current information in a variety of financial planning areas.

Description

Individuals who successfully complete our program will fulfill the CFP Board 270 contact hour minimum education requirement and become eligible to sit for the CFP® Certification Exam.

CFP Course Modules

  • General Principles (38 hours)
  • Insurance Planning (38 hours)
  • Investment Planning (38 hours)
  • Income Tax Planning (38 hours)
  • Retirement Planning (38 hours)
  • Estate Planning (38 hours)
  • Capstone (45 hours)


Who should attend?

  • Financial Planners
  • Insurance Agents
  • Employee Benefits Specialists
  • Investment Advisors and Brokers
  • Accountants
  • Bankers
  • Trust Officers
  • Anyone considering a career in financial planning


Objectives

  • Deliver comprehensive financial planning instruction with an emphasis on quality client service
  • Provide the educational requirements needed to sit for the CFP® certification examination
  • Provide professional networking


Benefits

  • Courses offered in a convenient weekend format for the working professional
  • Program fees include textbook and workbook materials


Curriculum

General Principles of Financial Planning 38 Contact Hours
This course is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.

Insurance Planning 38 Contact Hours
This course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. The principles taught prepare students to identify a client's risk exposure and select appropriate risk management techniques.

Investment Planning 38 Contact Hours
This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation and more.

Tax Planning 38 Contact Hours
This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps and more.

Retirement Planning 38 Contact Hours
This course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare and more. In addition, group life, health and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.

Estate Planning 38 Contact Hours
This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.

Capstone 45 Contact Hours
This course builds upon the material in courses FP100 through FP600. Emphasis is on the applications of financial planning concepts in an integrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various disciplines studied in the individual prior courses into a comprehensive financial planning process.

 

Zahn logoZahn Associates, Inc
In partnership with Palm Beach State College Corporate & Continuing Education, Zahn Associates, Inc. assists with quality educational resources to financial professionals to enhance their journey to become a CFP® professional.

Instructors:

Brian BiehnMr. Brian Biehn, CFP®

Brian has more than 16 years of experience in the financial services industry, and has proudly spent all those years working at Fidelity Investments. During his tenure there, he has held a number of positions on both the private client side of the business and the institutional side. An important part of his current role as Director, Retirement Planner, is meeting with individuals and families to help them maximize their workplace retirement plans, and to help keep them on track toward meeting their financial goals. Brian takes great pride in his ability to communicate complex financial concepts to them and develop strategies that are relevant to their current situation. At the end of the day, there is nothing more rewarding than having someone tell him that he’s had a personal impact on the quality of his or her life. The knowledge he shares with his clients matters — which is why he dedicates much of his free time to staying on top of what’s happening in the markets, as well as keeping up with the latest industry news, issues, and developments. His clients expect a great deal from him, and it’s important to him that they have confidence in his expertise.

Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 9, 10, 63 and 65 securities licenses as well as life, health and variable annuity insurance licenses. He attained his certification in December of 2015 after attending the Zahn live review in Tampa, FL. Brian has a Bachelor’s degree in Business Marketing and a Master’s in Business Administration from the University of Phoenix. In his spare time, Brian enjoys getting outside, playing golf, and going to the beach. His son’s and daughter’s gymnastics events also keep him busy and active.

Email: bcbiehn@yahoo.com

 

There are no formal admission requirements to register for the PBSC's Certified Financial Planner™ Certification Education Program but students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive education and professional work experience.

Candidates are required to have the following completed before obtaining the CFP® certification:

Bachelor's Degree
A bachelor's degree (or higher), or its equivalent,1 in any discipline, from an accredited college or university2 is required to attain CFP® certification. The bachelor's degree requirement is a condition of initial certification; it is not a requirement to be eligible to take the CFP® Certification Examination. After you pass the CFP® Certification Examination, you will be required to provide evidence (official transcript from the degree-granting institution) that you hold a qualified bachelor's degree or higher degree.

You have five years from the date you pass the CFP® certification examination to satisfy the bachelor's degree and work experience requirements. If you have not reported to CFP Board your attainment of an acceptable bachelor's degree or higher within this time frame, your candidacy for CFP® certification may be terminated. A one-time, three year extension may be granted on a case-by-case basis.

Complete the Education Requirement
PBSC's Certified Financial Planner™ Certification Education Program is a CFP Board-Registered Program. Our curriculum fulfills the CFP Board's 270 contact hour minimum education requirement. Individuals who complete our course will be eligible to sit for the CFP® Certification Exam.

Challenge Status
To challenge the educational requirement, candidates must hold a specific academic degree or professional credential accepted by the CFP Board and complete the Capstone course through the education program.
  Transcript Review
Certain industry credentials recognized by CFP Board, or the successful completion of upper-division level college courses, may satisfy some or all of the education requirement set by CFP Board.


Pass the CFP® Certification Examination
The CFP® Certification Examination tests your ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations.

The CFP® Certification Exam is administered in a computer-based testing (CBT) format during three 5-day testing windows each year, with one testing window available each March, July and November. The exam is comprised of 170 multiple-choice questions, including stand-alone questions and sets of questions associated with short scenarios or more lengthy case histories. To register for the exam, complete the online application.


Meet the Experience Requirement

3 Year Option
A total of three years full time qualifying experience, or the equivalent 6,000 hours, is required to satisfy the 3 year Experience Requirement.

Qualifying experience for CFP® Certification must satisfy a two-part requirement.
  2 Year Apprenticeship Option
CFP Board's Experience requirement may be satisfied by completing two years full-time, or the equivalent 4,000 hours of Apprenticeship Experience.

Qualifying experience for the CFP® Certification must satisfy a three-part requirement.


Ethics
CFP® professionals agree to adhere to the high standards of ethics and practice outline in CFP Board's Standards of Professional Conduct and to acknowledge CFP Board's right to enforce them through its Disciplinary Rules and Procedures.

When you have completed the education, examination, and experience components of the CFP® certification process, you will be directed to complete a CFP® Certification Application on which you will need to disclose information about your background, including your involvement in any criminal, civil, governmental, or self-regulatory agency proceeding by your employer or firm. CFP Board conducts a detailed background check for all candidates, including review of any disclosures made on the CFP® Certification Application. Matters that may or will bar you from obtaining certification are investigated in accordance with CFP Board's Disciplinary Rules and Procedures. Authorization to use the CFP® marks will not be approved until the background check and any investigations are concluded successfully.

 


Program Schedule & Fees

Modules 1-6 $850.00 each module*

Module 7 $1,050.00*

*Fees include National Underwriter Textbook and Zahn Supplemental Workbook.

Audit Participants $500 per module
To audit a course from PBSC’s CERTIFIED FINANCIAL PLANNER™ Certification Education Program, you must provide proof of prior course work by sending transcripts to PBSC Continuing Education. Upon completion of an audited course, PBSC will not award a grade or certificate. The purpose of auditing a course is to obtain knowledge to better prepare in a specific area.


Information Sessions

Info Session dates, times and locations

Attend our free information briefing to meet our CFP® instructors and learn more about the program. Take this opportunity to have your questions answered by experts in the field.

Palm Beach State College is registered with the Certified Financial Planner Board of Standards Inc. (CFP Board) to provide the certified financial planning program. This is the recommended certification for financial planners, insurance agents, bankers, accountants, retirement specialists and anyone in the finance industry.



Palm Beach State College does not certify individuals to use the CFP® Certified Financial Planner™, CFP (with plague design) and CFP (with flame design) marks. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 


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Call (561) 868-3700 or email CCE@palmbeachstate.edu

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