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Master Class in US Inbound/Outbound
Financial Planning

Learn the cross-border considerations needed to work with clients from international backgrounds living in the US or Americans abroad.

 

Message from our Founder:

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. 

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WHAT PEOPLE SAY

"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®
WWA Planning & Investments
LinkedIn Profile

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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.

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Masterclass expert Marina Hernández, EA, CFP®
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Masterclass expert Andrew Fisher
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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.

 

Register Your Interest:
Master Class in US Inbound/Outbound International Financial Planning