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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.

 

Want to learn more about the program?
Register for our next information session on the upcoming Master Class in U.S. Inbound/Outbound
International Financial Planning, where our Founder Ashley Murphy will provide
an overview of the Master Class details.

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

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


  1. Develop an awareness of the bear-traps, pitfalls, and missteps that exist in this specialized area of financial advice.
  2. 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.
  3. Know the questions you need to ask and the additional documentation you need to collect.
  4. 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


Dates:
Class start date: September 30, 2021
Format: 10 weekly lessons with 1 Live Q&A Session with a subject matter expert at 1:00 PM PT / 4 PM EST each Thursday.




Course Fees


The regular price of the course is $3,300, which includes the first year of GFP Institute Full membership (valued at $445).




Does the Master Class count for CE CFP Credits?


Yes. 28 CE Credits.





 

Registrations Open:
Master Class in US Inbound/Outbound International Financial Planning
Regular Price: $3,300