Certificate in Financial Planning-Income Tax Planning

Issued by NCCU Division of Extended Studies

The tax planning badge is issued to earners that identify tax traps, express tax implications of various types of businesses, and advise clients on tax-advantaged investments at a basic level. Successfully passing the Certified Financial Planner-Income Tax Planning course with a 70 or higher is required.

Type Learning
Level Foundational
Time Months
Cost Paid

Skills

Tax Consulting
Tax Planning
Tax Research
Wealth Management

Earning Criteria

Identify tax traps, express tax implications of various types of businesses.
Demonstrate how to advise clients on tax-advantaged investments at a basic level.
Complete several quizzes and final exam by successfully passing course with a 70 or higher.

Standards

Certified Financial Planner Board Education