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Recommended Courses and Events

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GFP CONNECT 25 - Austin, TX

This conference happened in Austin, TX on March 29-30, 2025.

7
modules
7
hours
Complete
In Progress

Global Financial Planning Advanced Course (Coming Soon)

8
modules
8
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

GFP CONNECT 23 - Playa del Carmen, Mexico

This conference happened in Playa del Carmen, Mexico on January 13-14, 2023.

8
modules
8
hours
Complete
In Progress

GFP CONNECT 24 - Miami, FL

This conference happened in Miami, FL on January 14-15, 2024.

11
modules
8
hours
Complete
In Progress

GFPI Webinars

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WEBINAR SERIES

How Fred Behrens Became a Cross-Border Planner and Insights Into U.S.-Swiss Financial Planning

April 15, 2025
WEBINAR SERIES

George Kinder “The Three Domains of Freedom” in a Global Context

March 18, 2025
WEBINAR SERIES

Building a Cross-Border Practice - Crafting Financial Futures for Wanderers and Inheritors

February 18, 2025
WEBINAR SERIES

The HEART Act & the US Exit Tax - A 2025 Update

January 14, 2025
WEBINAR SERIES

Double Header: Introducing Our New Partnership with Currencies Direct and Issues Affecting the Children of the Globally Mobile

WEBINAR SERIES

Global Portfolios Unleashed: Navigating Cross-Border Investment Trends in 2024