Executive Education
CFP® – Income Tax Planning
Elevate your career in finance today!
The CFP® Ìýdesignation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNERâ„¢ ÌýProfessional Certificate Program at Â鶹ŮÀÉ is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board). As a CFP Board-Registered Program, successful completion of our curriculum satisfies the CFP Board’s education requirement, allowing an individual to sit for the CFP® ÌýCertification Examination. For more information regarding the Exam, please visitÌý
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COURSE BENEFITS
The Certified Financial Planner Certification Program (CFP®) at Â鶹ŮÀÉ is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning. The benefits of Â鶹ŮÀÉ’s Certified Financial Planner Certification (CFP®) Program include:
- One of the longest running, most successful CFP® ÌýCertification programs in the Tri-county area
- Convenient evening program; instructor-led classes offered on either Tuesday or Thursday evenings
- All instructors are CFP® Ìýcertified and are successfully practicing CFP®s
- FREE CFP Exam Review course for students who complete all 7 required courses in the CFP curriculum
This course provides an introduction to Income Tax Planning. Topics include basic income tax fundamentals and calculations, taxation of investments and insurance products, tax considerations for education planning, tax reduction and management strategies, tax considerations for special circumstances, basic business entity taxation, taxation of property transactions, passive activity and at-risk rules, and tax law compliance and procedures.
The course uses a blended-learning approach that includes textbook reading assignments and practice questions, in-class lectures, discussions, reviews, and online practice quizzes that focus on the income tax planning topics on the CFP Board’s 70 Topics list to help students prepare for the CFP Exam.
Long Term Schedule of CoursesIf you are an established finance practitioner, an existing financial planner or preparing for a career in the financial services field, this program will help you prepare for the CFP Exam as a requirement to earn the highly respected CFP® marks, increasing your earning power as you advance in your career.
According to Glassdoor, January 2024, the average CFP® professional earns total annual compensation of $114,343 with a low at the 25th percentile of $86,000 and a high at the 75th percentile of $154,000.
Specific requirements for qualifying for the Certified Financial Planner (CFP®) credential include:
- Bachelors Degree
- 3 years of full time experience in the field of Finance
- Completion of a CFP® curriculum offered by a CFP Board Registered Education Provider
For more information regarding the CFP® Certification Examination, please visit
Â鶹ŮÀÉ does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Faculty
Ehab Abdalla, CFP
Adjunct Faculty, Professional Development Programs, CFP
College of Business
Executive Education
Carl Christie, CFP
Adjunct Faculty, Professional Development Programs, CFP
College of Business
Executive Education
Eric Smith
Adjunct Faculty
College of Business
Executive Education