The TPCP® is designed for experienced financial professionals seeking specialized expertise in tax-informed planning strategies. The program consists of three online, self-study courses covering tax implications of investment vehicles, retirement planning and savings distribution, and minimizing state and federal taxes for individuals and business owners. Courses are completed fully online and at your own pace, with the program completable in as few as four months. At least three years of experience in the financial services industry is required to use the designation. No prerequisite courses are required to begin.
The TPCP® curriculum focuses on real-world application of tax planning strategies across all life stages. You'll develop skills in tax-efficient investment planning, retirement tax strategies, estate and end-of-life planning, and business owner taxation. The program is built around practical tools and techniques that advisors can apply directly to client situations, with guidance from the nation's leading academics and thought leaders in tax planning.
The TPCP® is a strong fit for financial advisors, tax professionals, and CPAs who want to bring tax-informed planning to the forefront of their practice. If your clients are asking more sophisticated questions about taxes, this program gives you the expertise to answer them with confidence.
