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.
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.
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.
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