CFP® (Certified Financial Planner Program): Module 3 - Tax Planning & Estate Planning

Taxes can affect various financial decisions and having knowledge of tax laws and related issues will generally enhance the effectiveness of a financial/ wealth planner. This module aims to increase a student’s knowledge and skills in the area of tax planning, by providing an overview of the major components of tax. Estate Planning is a critical element of a complete financial plan and students are introduced to the process of developing an estate plan.

Please call 6533 6121 or email to enquiries@fp-edu.com to find out more!