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About the Global Financial Planning Institute

Until now, there has been no standardized education, no community, no resources, not even a website dedicated to providing the needs of the cross-border financial planner community.

Formed in 2020, the Global Financial Planning Institute exists to serve the educational, resource and networking needs of financial planners, wealth managers, private bankers, CPA/accountants, attorneys, insurance professionals, human resource executives, and other business advisors, working with expatriate clients in the US and Americans abroad.


The Global Financial Planning Institute is the home of the cross-border financial planning community.