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.

As featured in:

"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."

Dan Tobias, CFP® GFP (USA)

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)

Appreciate Personal Finance

"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."

John Mcnertney, CFP® GFP (USA)

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: September 29th, 2022

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 $3,395, 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.

Registration your interest for the Spring 2023

Starting in the Spring of 2023, a 10-Lesson course where a group of international financial professionals teach the cross-border considerations needed to work with clients from international backgrounds living in the US or Americans abroad.

Pricing Schedule
Aug 7th - Aug 30th

Super Early Bird

$2,795

Aug 31th - Sep 20th

Early Bird

$2,995

Sep 21st - Sep 29th

Regular

$3,395

Regular pricing available as three payments of $1,132
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