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.
WHAT PEOPLE SAY
"After completing the GFPIMaster 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
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.
Frequently asked questions
Reasons to enroll in the Master Class in Global Financial Planninng
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)
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
September 2021. Specific dates to be announced.
To be announced.