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Message from our Founder
Helping cross-border clients face special financial planning challenges.
The Master Class series in US 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 US and Americans abroad. It is a ten lesson program taught by a faculty of financial planners, accountants, tax, immigration and estate attorneys.
Given the exponential complexity that exists when dealing with matters affecting the U.S. and residents of a specific foreign country, this is not a cross-border class where instruction is provided on how the U.S. works with specific foreign countries.
Message from our Founder
Investments and Wealth Institute Partnering with GFP Institute for ‘Global Financial Planning Essentials’
We are thrilled to announce that GFP Institute and the Investments and Wealth Institute have entered into a strategic partnership to provide cross-border content to members of the Investments and Wealth Institute. As of 2024, a condensed version of the GFP US Inbound/Outbound International Financial Planning Master Class will now be offered by the Investments and Wealth Institute and be known as ‘Global Financial Planning Essentials’.
This newly offered program will cover the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.
The partnership between GFP Institute and Investments and Wealth Institute will ensure that members of the Investments and Wealth Institute have access to high-quality, comprehensive education in the field of international financial planning. We believe that this collaboration will greatly benefit financial professionals seeking to expand their expertise in the global financial landscape.
We are excited about this new chapter and look forward to the continued growth and success that this partnership will bring. Stay tuned for more updates and information about the 'Global Financial Planning Essentials' program.
Thank you for your continued support and commitment to advancing the field of international financial planning.
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"After completing the GFPI Master Class, I know what questions to ask and specific areas to delve into that might be problematic. I also now have a ready list of trusted contacts I can tap into to make referrals for more complicated cases."
Jalene Hahn, CFP® GFP (USA)WWA Planning & Investments
"I’ve learned a tremendous amount in this class, such that I can better serve my clients, but also so that I better understand which clients are not a good fit for my knowledge and abilities. This course is an absolute must for anyone offering financial advice to the globetrotting class and represents real value to our planning community."
Passport Wealth Management
"Having worked with global clients for some years, I was surprised to realize how much more I had to learn! The course was well done and included facts I had previously left to CPAs and immigration attorneys such as visa status, immigration rules, and details of tax and estate planning that were super helpful."
Ariadne Horstman, CFP® RLP® GFP (USA)Tamarind Financial
"The Master Class has given me the confidence to start my own global financial planning practice. The GFP (USA) designation looks great to clients as well."
Green Ocean Global
Attend interactive live lessons or study at your own pace
All of our 10 weekly live lessons are recorded and posted to our community site, where you will be able to watch them if you are not able to attend the live session.
Learn from the experts
Our guest presenters include CPAs, tax professionals, immigration attorneys, and global insurance professionals that have years of on-hand experience with cross-border clients.
Reasons to enroll in the Master Class
- Develop an awareness of the bear-traps, pitfalls, and missteps that exist in this specialized area of financial advice.
- Understand the hot button issues that affect advice delivery and how an engagement differs when working with an expat in the US or Americans abroad.
- Know the questions you need to ask and the additional documentation you need to collect.
- Expand your horizons with a complex body of knowledge and build contacts in a community offered nowhere else.
Learning Objective(s)
The GFP Master Class is intended to provide students with the relevant knowledge to work with expats who have moved to the U.S. or Americans abroad with their outbound planning.
Lesson Topics
Lesson 1: Introduction to Global Financial Planning
Lesson 2: Tax Systems, US Tax Treatment of Foreign Income and Passive Foreign Investment Companies (PFICs)
Lesson 3: Definitions of Residency, Domicile and Source of Income
Lesson 4: Pre-immigration Planning & Covered Expatriates
Lesson 5: Treaties, Reporting and Tax Compliance
Lesson 6: Investments and Banking
Lesson 7: Retirement Account Transfers and Social Security
Lesson 8: Risk Management and Foreign Exchange
Lesson 9: International Estate Planning
Lesson 10: Education Planning, Real Estate, & Case Studies in Cross-Border Planning
Dates and Format
Class start date: November 2nd, 2023
Format: 10 weekly lessons with 1 Live Q&A Session with a subject matter expert at 1:00 PM PST / 4 PM EST each Thursday.
Course Fees
The regular price of the course is $3,295, which includes the first year of GFP Institute Full membership (valued at $445).
Refund Policy
- 100% refund immediately prior to commencement of second week.
- 50% refund from commencement of 2nd class to prior to the start of 4th class.
- 0% refund from commencement of 4th class.
Does the Master Class count for CE CFP Credits?
Yes. 28 CE Credits.
Please view this PDF on how to submit your application.
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