Course Description

Participants in this course study taxation for sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and securities. The course also introduces other special tax considerations including charitable giving, sale of assets, and more.

Who should attend

Recent college graduates, career changers, retirees, and financial servies professionals.


FP 101 Introduction to Financial Planning

Applies Towards the Following Certificates


Thank you for your interest in this course. To learn about the next course offerings available, please call:

  • All Classroom courses and Real Estate Online courses: 617-353-4497
  • Online Financial Planning, Genealogy, and Fundraising courses: 617-502-8822
  • Online Paralegal courses: 857-366-9338
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