What's happening at GFP
Events, courses and resources for advisors working with clients across borders. Become a member today!
Upcoming
All eventsGlobal Wealth in Practice
A morning with ten practitioners on building a compliant, repeatable cross-border practice, from residency planning to global portfolios.
Advanced Course in Global Financial Planning
Seven modules and seven live case sessions for experienced planners making cross-border a specialty. Runs February to June.
GFP Connect 27
Our annual conference, in person. Venue and agenda will be announced soon; subscribers hear first.
Upcoming and recent monthly webinars
Register for any webinar and get a free year of Open membership with it.
.png)
.webp)
.png)
Membership Levels
Enjoy benefits such as All Member Forum (unmoderated), and Blog.
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.
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)
Upon review and approval, enjoy benefits such as a listing in our member-only Service Provider database.
Apply TodayThe prerequisites to becoming a GFP Fellow include:
- Completing and obtaining a passing grade in the GFP Inbound/Outbound US International Financial Planning Master Class (pre-2025), or the Essentials in Global Financial Planning and Advanced Global Financial Planning class
- CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation
- At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity
- Signing a fiduciary standard oath
Sign up to be notified for when the Advanced GFP class becomes available!
After joining the GFP, 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.
.webp)
%2520(1).png)
%2520(1).png)
