Jonathan Davis
According to multiple studies, tax planning is among the top services clients want, yet also one of the top knowledge gaps for financial professionals. The Tax Planning Certified Professional™ (TPCP™) Program is here to address this need as the only tax planning certification program of its kind, focused exclusively on analyzing a client’s holistic financial situation to help achieve their goals while reducing their tax liability. Through the TPCP™ curriculum, you’ll connect financial planning concepts with tax consequences and meet a growing need while supplementing your practice with powerful, applied knowledge.
Founded in 1927 by financial services education pioneer Dr. Solomon Huebner, The American College of Financial Services stands strong as the standard-bearer for academic quality. The College’s faculty includes the nation's top thought leaders in financial services practice and management, offering expertise that is sought by companies, policymakers, and students across the United States and abroad. The College’s mission is to uplift the profession by providing applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society.
Skills / Knowledge
- Tax Planning
- Tax
- Financial Planning
- Estate Taxation
- Retirement Planning
- Estate Planning
- Individual Income Tax Planning
- Retirement
Issued on
May 1, 2025
Expires on
December 31, 2026