CFP® Continuing Education Programs

...also appropriate for other financial services professionals

Your Competitive Advantage - Income Tax Knowledge

Knowledge of our income tax laws provides a real competitive advantage for Certified Financial Planners and other financial services professionals. Most financial transactions have tax consequences. Being able to inform your clients of such tax consequences is essential to help them make the best decisions. Often the income tax consideration of a transaction can be more significant than the investment consideration. Both investment and income tax consequences should be considered to properly advise your financial planning clients. Learning income tax preparation can enable you to provide quality service and deliver true value to your clients. Many financial planners are also becoming tax professionals. After all, who would be more qualified and trusted to provide financial advice than a person's tax preparer?

Continuing Education for Certified Financial Planners

Peoples Income Tax School is registered with the Certified Financial Planner Board of Standards, Inc. (CFP® Board) as a sponsor of Internet continuing education (CE) for Certified Financial Planners. Information can be found at the CFP® Board website.

Peoples Income Tax School CE Sponsor ID Number: 3617

Peoples Income Tax School CE Programs approved by the CFP Board:

Program Name	Program ID	Hours	Method
Basic Individual Income Tax	101	30	Internet
Intermediate Income Tax	102	30	Internet
Advanced Individual Income Tax	103	30	Internet
Small Business Income Tax	104	30	Internet

NOTE to Licensees:
Using The Income Tax School system does not, in itself, qualify licensees to award CFP® credit. Licensees who teach tax courses using Peoples instructional materials can apply individually to the CFP® Board of Standards to become approved as CE sponsors.

View tax preparation courses descriptions and pricing