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How Passive Foreign Investment Corporation (PFIC) Tax Rules Affect Most Americans Abroad

Upon completing the Master Class in U.S. Inbound/Outbound International Financial Planning, passing the proctored exam, and fulfilling the other requirements listed below, you will be entitled to use the GFP designation:

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International and Cross Border Financial Planning: The Need for Specific Education

Upon completing the Master Class in U.S. Inbound/Outbound International Financial Planning, passing the proctored exam, and fulfilling the other requirements listed below, you will be entitled to use the GFP designation:

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Australia vs United States: Pros And Cons Of Managed Funds For Expat Investors

Upon completing the Master Class in U.S. Inbound/Outbound International Financial Planning, passing the proctored exam, and fulfilling the other requirements listed below, you will be entitled to use the GFP designation:

Download

Financial Planning Considerations for Mixed Nationality Couples

Upon completing the Master Class in U.S. Inbound/Outbound International Financial Planning, passing the proctored exam, and fulfilling the other requirements listed below, you will be entitled to use the GFP designation:

Starting Next Spring:
Master Class in US Inbound / Outbound Financial Planning

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The Global Financial Planning Institute:
Membership Options

Open
Free
What's included:
All Member Forum (unmoderated)
Introductory Presentations only (no access to slide-deck)
Blog
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Associate
$295/yr
Everything in Open plus:
Member Only Forum
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers
Members of this level have not passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ and/or do not fulfill full membership requirements.
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Full
$445/yr
Everything in Associate plus:
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill the following requirements:
  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.
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Community

  • Community Forum
  • Regular Webinars​
  • Conferences

Education

  • Master Class for US Inbound/Outbound Financial Planning
  • Blog
  • White papers
  • ​Future: Cross-Border in specific countries
  • Podcast

Platform and Resources

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and

Ongoing Research​

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.