Knowledge Bureau Announces New Certificate in Advanced Tax Planning (CATP) for CFP and QAFP Professionals
Tax planning is an integral and critical part of the financial planning process, a highly integrated function of all financial planning areas, and one of the competencies required by Certified Financial Planner® professionals and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals. For these reasons, Knowledge Bureau is pleased to announce that the new Certificate in Advanced Tax Planning, promoted on the FP Canada™ website, and tailored especially for CFP® professionals and QAFP® professionals, is now available for registration.
In launching the initiative, Evelyn Jacks, President of Knowledge Bureau said, “We are pleased to present this important initiative to shore up taxation skills in the financial planning industry. Tax is an annual pain point for multi-generations in a family. CFP professionals and QAFP professionals holding the new Certificate in Advanced Tax Planning will have the skills to turn the seasonal tax trigger into more proactive planning opportunities throughout the year, with more confidence and proactivity.”
Alexandra Macqueen, CFP, Vice President of Learning Development and Professional Practice and Head of the FP Canada Institute™, noted: “Tax considerations are an important part of many financial planning conversations. Through the Certificate in Advanced Tax Planning, planners can deepen their specialized tax expertise and enhance their ability to apply that knowledge within the context of a client’s broader financial needs.”
What’s Involved? The Certificate in Advanced Tax Planning features four areas of focus: personal tax, corporate owner-manager compensation planning, cross-border taxation and retirement income planning. Students will build on their understanding of how tax considerations can influence broader financial planning decisions in a practical, self-paced program.
Study Options. Complete the full Certificate in Advanced Tax Planning, or take one or more of the individual courses for CE Credit. The online self-study program can be started at any time and the study period is a maximum of two years for the full four course program. Alternatively, the four courses can be taken individually or in eight individual CE modules.
CE Credits. The program qualifies for Financial Planning credits with FP Canada as follows:
- Full Certificate of Advanced Tax Planning Program 120 Credits
- Individual courses in the program 30 Credits Each
- Modular Program 15 Credits Each
What’s Included? The program features comprehensive online components like true-to-life cases studies and student versions of professional tax software, all lesson plans and study materials including a tax research library, as well as personal instructor support by email.
Explore the program, including pricing and FP Canada CE credit information:
For personal assistance and more information, prospective students can also go to https://fp-canada.knowledgebureau.com/ or contact Knowledge Bureau at 1-866-953-4769.
Media inquiries: Contact Evelyn Jacks, evelyn.jacks@knowledgebureau.com
Help & Contact: 1 866 953 4769