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
- Certificate in Financial Planning : Financial Planning Certificate