Everything in Associate plus:
HEART Exit tax Calculator
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill the following requirements:
- CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
- At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
- A fiduciary standard of care.