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About the Global Financial Planning Institute
Helping cross-border clients face special financial planning challenges.
Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools and ongoing research 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.
Ashley Murphy, CFP® GFP Fellow
Founder and President
Education
The GFP Institute offers two Global Financial Planning Courses. These courses are the foundation for US financial planners seeking to work with incoming or outbound expatriates or Americans abroad.
Community
None of us are smarter than all of us. From connecting with international and cross-border peers to obtaining a referral to a service provider, we all appreciate the value of community.
Tools
From PFIC tax calculations, to a 'Covered expatriate' exit tax illustrator, we offer a suite of tools to make the work of an international and cross-border financial planner that much easier.
Research
We provide up to date information to do with regulatory and legal changes affecting the international and cross-border financial planning world.
Teachers
Students
Lessons
Years of Experience
Membership
The Global Financial Planning Institute Membership Options
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Enjoy benefits such as All Member Forum (unmoderated), Member Only Forum, Introductory Presentations only (no access to slide-deck), Blog.
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Enjoy benefits such as Discounts to Conferences/Events, Institutional Foreign Exchange (30 bps @ $20K), Professional Services Network, Intermediate and Advanced Presentations (Slide-decks) + White Papers, etc.
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Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Fellow status, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)
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Subject Matter 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.
Melvin Warshaw
Melvin A. Warshaw has nearly 40 years of experience as an estate planning and tax lawyer. He currently represents U. S. and non-U. S. families and companies on a wide range of personal and business tax matters.
Katrina Haynes
Katrina started Haynes & Associates in 2015 and until recently worked as the Global Mobility Tax Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a global workforce.
Marina Hernandez
Marina is an Argentine and Spanish citizen by birth and an US citizen by choice. In 2009 she founded MHTax, a tax preparation firm, to provide tax advisory services to US immigrant and US expat families.
Allen Koski
It has been my pleasure to have meetings in 50+ countries and support hundreds of global clients. I have been fortunate to speak at many industry leading events like IBIS and the Annual ISCEBS Employee Benefits Symposium.
"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® GFP FellowWWA Planning & Investments
"I’ve learned a tremendous amount in this class, such that I can better serve my clients, but also so that I better understand which clients are not a good fit for my knowledge and abilities. This course is an absolute must for anyone offering financial advice to the globetrotting class and represents real value to our planning community."
Passport Wealth Management
"Having worked with global clients for some years, I was surprised to realize how much more I had to learn! The course was well done and included facts I had previously left to CPAs and immigration attorneys such as visa status, immigration rules, and details of tax and estate planning that were super helpful."
Ariadne Horstman, CFP® RLP® GFP FellowTamarind Financial
"The Master Class has given me the confidence to start my own global financial planning practice. The GFP (USA) designation looks great to clients as well."
Green Ocean Global
GFP CONNECT 24 Recordings
Get 8 hours of global financial planning content from the top thought leaders in the space! The conference sessions equate to 7 CE hours.
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