Zahn Associates, Inc.   

The University of Dallas has a partnership

with Zahn Associates Inc. 

The University of Dallas is proud to offer our Certified Financial Planner Certificate Program. This program utilizes Zahn materials and is an approved registered program with the CFP Board of Standards.

***Tuition for this program includes course materials!

 

We will schedule an information session on our Irving Campus later this year. Please sign up to be notified about this.

To sign up to be notified about the information session click here.

 

This program is registered with the Certified Financial Planner Board of Standards, Inc. to provide the education requirements for professionals working to obtain the Certified Financial Planner certification. This program satisfies the education requirement to sit for the CFP Certification Examination.

Why this program:

  • Conveniently located at the University of Dallas Irving campus.

  • Complete the education requirement in 10 months time.

  • Eligible for tuition reimbursement. (Contact Fidelity for specifics)

  • Friday and Saturday format for working professionals.

  • 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

 

The CERTIFIED FINANCIAL PLANNER Professional Certificate Program at University of Dallas is registered with Certified Financial Planner Board of Standards Inc. As a CFP Board-Registered Program, our courses satisfy the Board's education requirement, allowing an individual to sit for the CFP Certification Examination.  The Program curriculum delivers information about areas critical to financial planning for both beginning and established practitioners.

 

The program curriculum consists of six required courses and one Capstone review course that delivers information about areas in financial planning for both beginning and established practitioners.

Required courses in UD's Certificate Program that satisfy CFP Board education requirement, qualifying individual to sit for the CFP Certification Examination:

  1. General Principles

  2. Insurance Planning

  3. Income Tax Planning

  4. Investment Planning

  5. Retirement Planning

  6. Estate Planning

  7. CFP Case Study

 

UD does not certify individuals to use the CFP or Certified Financial Planner marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

For information, please contact Jennifer Howard by e-mail or call (972) 721-5299.