Cfp Classes Now Offered In Tampa Registration Form printable pdf download

™

CFP

Classes Now Offered In Tampa!

Endorsed by the Florida Association of Insurance and Financial Advisors

—Accelerated 12-Month Course of Study—

Outstanding Faculty, Texts, Supplementary Materials, and Comprehensive Review

FAIFA Members Receive a $100 Discount !!

The Professional Financial Planning Program, offered by Tallahassee Community College, is a six-module course of

study which fulfills the educational requirement for persons seeking the Certified Financial Planner™ designation.

Accelerated Course

UPCOMING SCHEDULE

Students starting with the January 2006 class will be prepared to sit for the March 2007 exam.

JAN 12, 13, & 14, 2006

The six modules are: Financial Planning Process and General Principles, Insurance Planning, Income Tax

Financial Planning Process

Planning, Investment Planning, Estate Planning, Retirement Planning and Employee Benefits. Most classes

will meet one Friday-Saturday (9:00 a.m. to 5:00 p.m.) per month, with two exceptions: the first module which

FEB 10 & 11 AND

MAR 3 & 4, 2006

begins on a Thursday, and Investment Planning which will meet one Thursday-Sunday in May. Classes will be

Insurance Planning

held at the Holiday Inn Express on Rocky Point in Tampa, approximately one mile west of International Airport.

APR 8 (Saturday, 2006

Homework, Attendance & Testing

Insurance Final Exam

There will be an assigned textbook, a supplemental text, sample exam questions and mini-case studies for each

MAY 11, 12, 13 &

14, 2006 (Thur-Sun)

class. Students are expected to attend all sessions and participate in the final exam when offered to the class as

Investment Planning

a group.

JUNE 9, 10 AND

Comprehensive Review

JULY 14 & 15, 2006

Retirement Planning

Students who plan to sit for the CFP™ Certification Examination are encouraged to attend one of Ken Zahn’s

4 -

day review courses in Tampa prior to the certification exam which is included in this program’s overall cost.

AUG 11 & 12 AND

SEPT 15 & 16, 2006

Income Tax Planning

Acclaimed Faculty

OCT 13 & 14 AND

All of the program instructors are highly qualified practitioners with significant classroom experience and ex-

NOV 10 & 11, 2006

pertise. Scheduled instructors for modules or reviews include: Ken Zahn, CFP; Dale Sells,

Estate Planning

FLMI, CLU, CEBS; and Gary Englund, JD, CFP, CLU, ChFC, AEP, MSFS, RHU, REBC.

DEC 9 (Saturday), 2006

Registration and Fees

Estate Planning Final Exam

Each course includes the following: all required textbooks ($80 to $100 per module), Zahn outlines for

Dalton (Kaplan) outlines and sample test questions and case study supplement

each module (approx. $35 each),

, Hewlett-Packard 12C Financial

Calculator with Keir’s Time Value of Money supplement, 23 full days of instruction from highly-qualified professionals, attendance at a

day Zahn review course

900

4,125

550

(a $

value). The total cost of the program is $

. This is comprised of tuition payments of $975 for the first module and $

tuition per course for each of

400

the remaining five modules. A separate fee of $

is due for the Zahn review course. (This Zahn fee is subsidized by the program only for students who have

successfully completed all six modules in the TCC program). A $100 discount off the cost of the first module will be given to FAIFA members. Seats for

individual modules are offered for $700 per module on an as-available basis only, but do not qualify for subsidized admission to the Zahn review course.

The initial payment of $975 by check (payable to “FAIFA”) or credit card authorization must accompany all registration forms. All program payments are nonre-

fundable. Completed registrations should be faxed to Gary Englund at (813) 985-6251 or mailed to him at: 12125 North 56

St., Tampa, FL 33617.

For additional information: Contact Gary Englund at 813-987-9006 or by e-mail at .

JANUARY 2006 TAMPA REGISTRATION

(Please make check payable to “FAIFA”)

Name_ __________________________________________________________________________________________________________________

Address _________________________________________________________________________________________________________________

City _________________________________________________________________________________ State ___________ Zip _______________

E-mail ________________________________________________________ Business phone ____________________________________________

Social Security number

[WEB]

FOR CREDIT CARD PAYMENTS (VISA AND MASTERCARD ONLY):

I hereby authorize a charge in the amount of $975 as the initial payment to enroll in the Professional Financial Planning Program.

FAIFA members qualifying for the $100 discount must provide the name of their local association: ______________________________________

Signature ________________________________________________________________________________________________________________

Name (as it appears on the card) ____________________________________________________________________________________________

Billing address (for the card) ____________________________________________________________________________ Zip ________________

Card type:

VISA

Number ______________________________________________________ Expiration date __________________

Cfp Classes Now Offered In Tampa Registration Form

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