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Become a Member of the GFPI and participate in:
Membership
The Global Financial Planning Institute Membership Options
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Enjoy benefits such as All Member Forum (unmoderated), Member Only Forum, Introductory Presentations only (no access to slide-deck), Blog.
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Enjoy benefits such as Discounts to Conferences/Events, Institutional Foreign Exchange (30 bps @ $20K), Professional Services Network, Intermediate and Advanced Presentations (Slide-decks) + White Papers, etc.
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Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Designation, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)
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Full Member Options
To become a Full member of the Global Financial Planning Institute, you must pass the Master Class in U.S Inbound/Outbound International Financial Planning by either taking the class or testing out.
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The Master Class in U.S. Inbound/Outbound International Financial Planning is an advanced course for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the U.S. and Americans abroad. It is a ten lesson program taught by a faculty of financial planners, accountants, tax, immigration and estate attorneys.
For experienced practitioners only. The final exam for the Masterclass follows the format and style used in most CFP continuing education courses. Students will have 120 minutes to complete 100 multiple choice items during the closed-book, closed-notes exam. Students pass if they correctly answer 70 or more questions.
GFPI Membership Level Comparison Table
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)
- Need-based Aid Enhancement Ideas
- Merit-based Aid Enhancement Ideas
- Student Loan Projections
- College Pre-Approval™ Budget
- College Funding Gap Analysis
- College Savings Strategies
- 529 Plan Advice
- Financial Aid Forms Filing & Renewals
- Student Award Analysis & Appeals
GFPI Membership Level Comparison Table
Open
Associate
Full
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)
- Need-based Aid Enhancement Ideas
- Merit-based Aid Enhancement Ideas
- Student Loan Projections
- College Pre-Approval™ Budget
- College Funding Gap Analysis
- College Savings Strategies
- 529 Plan Advice
- Financial Aid Forms Filing & Renewals
- Student Award Analysis & Appeals
Education
The GFP Institute offers the Master Class series in US Inbound/Outbound International financial planning. This course is the foundation for US financial planners seeking to work with incoming or outbound expatriates or Americans abroad.
Community
None of us are smarter than all of us. From connecting with international and cross-border peers to obtaining a referral to a service provider, we all appreciate the value of community.
Tools
From PFIC tax calculations, to a 'Covered expatriate' exit tax illustrator, we offer a suite of tools to make the work of an international and cross-border financial planner that much easier.
Research
We provide up to date information to do with regulatory and legal changes affecting the international and cross-border financial planning world.
Starting Next Spring:
Master Class in US Inbound / Outbound Financial Planning
Secure your spot for the Master Class in US Inbound/Outbound International Financial Planning.
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