Advance Foundation Course

FPSB® Retirement and Tax Planning Specialist FPSB® Retirement and Tax Planning Specialist course prepares you to develop strategies to help clients optimize their wealth accumulation and cash flow leading up to and during retirement, and to advise on the role of tax planning in supporting client goals. The course teaches you to consider your clients’ […]

272 students enrolled

FPSB® Retirement and Tax Planning Specialist
FPSB® Retirement and Tax Planning Specialist course prepares you to develop strategies to help clients optimize their wealth accumulation and cash flow leading up to and during retirement, and to advise on the role of tax planning in supporting client goals.

The course teaches you to consider your clients’ personal financial goals, risk tolerance and risk capacity, asset locations, the structure and impact of public and private retirement plans, and how taxation will affect your clients’ financial situation and goals.

Productivity Hacks to Get More Done

  1. Facebook News Feed Eradicator (free chrome extension) Stay focused by removing your Facebook newsfeed and replacing it with an inspirational quote. Disable the tool anytime you want to see what friends are up to!
  2. Hide My Inbox (free chrome extension for Gmail) Stay focused by hiding your inbox. Click "show your inbox" at a scheduled time and batch processes everything one go.
  3. Habitica (free mobile + web app) Gamify your to-do list. Treat your life like a game and earn gold coins for getting stuff done!


Get course
30-Day Money-Back Guarantee

Includes

Full lifetime access
Access on mobile and TV