CFP104 - Income Tax Planning

Course Overview

This course provides a planning-level understanding of tax concepts and their application to financial decision-making. Learners evaluate tax implications across income, investments, retirement, and charitable strategies, while recognizing behavioral considerations that influence tax-related decisions.

Course Outline

• Analyze the tax implications of financial planning decisions across income, investments, retirement, and charitable strategies.
• Recommend tax-aware planning strategies that improve after-tax outcomes within professional scope.
• Evaluate tax considerations for business owners and special circumstances at a planning level.
• Identify when referral to tax professionals is required and document limitations appropriately.