

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.
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
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