FPSB® Retirement and Tax Planning Specialist
This module focuses on retirement and tax planning, equipping students with the expertise to create tailored retirement plans and understand tax implications of financial decisions.
Students will learn how to help clients plan for a secure retirement and optimize their tax situations, which are critical components of comprehensive financial planning.
Skills:
- Retirement needs analysis
- Knowledge of retirement plans and Social Security benefits
- Tax planning for individuals and businesses
- Tax-efficient investment and estate planning strategies
These skills are essential for providing holistic financial advice, especially for clients approaching retirement.
Areas of application:
- Retirement planning services
- Tax advisory firms
- Financial planning firms
- Corporate finance departments