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Join us April 18-20, 2027 at Pestana Palace in Lisbon, Portugal for the annual in-person CONNECT conference, an opportunity to connect with and learn from leading international and cross-border practitioners in financial, tax and estate planning.
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.
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.
Earn 15 hours of CE credit, including 5 hours of IWI tax & regulations CE, for CIMA®, CPWA®, and RMA® certifications