For the professional providing personal financial planning services to recognize many of the income tax planning opportunities and problems that may arise. The course covers the fundamentals of individual income taxation, tax overview, terminology, computations, and interrelation of the more common income tax rules, regulations and planning techniques. Discussion and analysis focuses on practical problems and their tax planning implications. Advisory services, 36 NYS CPE credits

Introduction to the principles and analytic techniques of personal financial management. Topics include: overview of the economic environment; time value of money concepts; CFP Board’s Code of Ethics and Professional Responsibility; regulatory environment; communication skills; the financial planning process; how to gather process and analyze client information; and to provide a written plan with recommendations as to risk management, investments, tax strategies, retirement planning and estate planning. For certificate program enrollees, this course is a recommended prerequisite to all other courses. Includes mastery of the use of the financial calculator. Advisory services, 36 NYS CPE credits