Courses

Explore the Global Financial Planning Essentials and Advanced (coming soon) courses.

Original Master Class

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.

10
modules
14
hours
Complete
In Progress

GFP Institute's Advanced Course in Global Financial Planning

This course teaches experienced financial planners a transferable methodology for advising clients whose financial lives span borders — primarily Americans living a life abroad, or clients who otherwise hold substantial investment assets in the US.

7
modules
7
hours
Complete
In Progress

Global Financial Planning Essentials Course

Earn 15 hours of CE credit, including 5 hours of IWI tax & regulations CE, for CIMA®, CPWA®, and RMA® certifications

3
modules
5
hours
Complete
In Progress