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Global Financial Planning Essentials
This course will help you build a foundational understanding of different components and complexities associated with international and cross-border planning.
CE
Sponsored by
Member Price
$796
Non-member price $995
EnrollCE CREDITS
The Global Financial Planning Essentials program is available for 15 hours of continuing education credits for CFP®, CIMA®, CPWA®, and RMA® designations.
PROGRAM HOURS
15
Overview
Due to ongoing uncertainty in various political, regulatory, and economic environments, affluent individuals and families across the world are turning their attention to diversification not only through investment migration but also through where they purposefully choose to live and conduct business in order to protect their lifestyles and preserve wealth for future generations.
The Global Financial Planning Essentials certificate program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.
Developed by the Global Financial Planning Institute and powered by the Investments & Wealth Institute, the curriculum combines a best-in-class learning experience with practical takeaways that can be applied immediately to add value for individuals and families across the globe.
Topics
- Module 1: Intro to International and Cross-Border Planning
- Module 2: Tax and Immigration Planning
- Module 3: Investments, Retirement, and Other Planning Considerations
FAQs
What is the IWI Academy?
The IWI Academy is the online learning center for the Investments & Wealth Institute. This is where your course will be housed. You will need to create a free account with IWI to access the IWI Academy. Information will be provided to you.
Are there any prerequisites to taking this course?
How will I receive my CE credits?
What forms of payment do you accept?
What devices can I use to access the course?
Are videos downloadable?
Must I complete the modules in a specific order?
Do I have to pass a test?
What happens if I don’t finish the course?
Will I receive proof of completion?
Who do I contact for administration, or questions regarding IWI and the IWI Academy?
