Until now, there has been no standardized education, no community, no resources, not even a website dedicated to providing the needs of the cross-border financial planner community. That changes with the Global Financial Planning Institute.
Formed in 2020, the Global Financial Planning Institute exists to serve the educational, resource and networking needs of financial planners, wealth managers, private bankers, CPA/accountants, attorneys, insurance professionals, and other financial planners, working with expatriate clients in the US and Americans abroad.
The GFP Institute is the only organization that offers a Master Class series in Global Financial Planning.
The Global Financial Planning Institute is the home of the cross-border financial planning community.