Global Financial Planning Courses
Two steps to cross-border expertise
Start with the fundamentals in the Essentials Course, then build a repeatable, country-agnostic methodology in the Advanced Course, taught by practitioners who advise cross-border clients every day.
START HERE · AVAILABLE NOW
GFP Essentials Course
Master the essentials of global financial planning to confidently guide clients in today’s complex international landscape.
- Cross-border basics, tax and immigration, retirement, estate planning, and global investments
- 3 self-paced modules with quizzes and a certificate of completion
- 15 hours of CE credit
NEXT STEP · LAUNCHING FEBRUARY 2027
GFP Advanced Course
A transferable methodology for advising clients whose financial lives span borders, built for experienced planners ready to make cross-border a specialty.
- 7 modules released February through June 2027
- Pre-readers, recorded SME lessons, and live case-study sessions
- Recommended: Essentials Course plus 3 years of cross-border experience
SIGN UP FOR GFP CONNECT 26
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