Certified Financial Planner – Income Tax

Explore the fundamentals of individual income taxation, tax-advantaged investments and more.

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Course details

ceus icon CEUs 3.8

schedule icon Schedule Evenings, Weekends

location icon Location Online

cost icon Cost

Certified Financial Planner – Income Tax

Explore the fundamentals of individual income taxation, tax-advantaged investments and more.

What you’ll be able to do — competencies

  • Define income tax fundamentals and tax compliance  
  • Identify all components of 1040 forms 
  • Identify tax accounting methods  
  • Define and calculate income taxation of trusts and estates  
  • Define and understand income taxation of trusts and estates  
  • Calculate and analyze basis/depreciation/cost recovery concepts 
  • Identify series of tax consequences  
  • Define, calculate, understand components of AMT 

Course description

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The fourth module in the series of six, this course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps and more.  
 
While the class hours are noted as a total of 38, there are approximately 5 hours additional per week of outside reading/homework in addition to the class time with the instructors.

Pre-requisites

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  • Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience 
  • Students are presented with real world experiences along with curriculum 
  • Review student eligibility 

Syllabus

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Weekend 1:  

  • Lesson 1 lecture and lesson 1 quiz  
  • Lesson 2 lecture and lesson 2 quiz  
  • Lesson 3 lecture and lesson 3 quiz  
  • Lesson 4 lecture and lesson 4 quiz

Weekend 2:  

  • Lesson 5 lecture and lesson 5 quiz 
  • Lesson 6 lecture and lesson 6 quiz  
  • Lesson 7 lecture and lesson 7 quiz  
  • Lesson 8 lecture and lesson 8 quiz  
  • Review building client information  

Weekend 3:  

  • Who will return for next class?  
  • Client information due  
  • Lesson 9 lecture and lesson 9 quiz  
  • Lesson 10 lecture and lesson 10 quiz  
  • Case 12 

Weekend 4:  

  • Exam review  
  • Final exam  
  • Retake  
  • Review of final exam  
  • Receive materials for next class

Next available start dates

We aren’t currently offering this course, but we do update our course offerings on a regular basis. Please check back or browse our catalog for more courses that may be available now.

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