CFP Batch 1 – Tax Planning

Module – Tax Planning

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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.

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