Page Top Income Tax Analysis and Planning (Part of the Certified Financial Planner Certificaiton Education Program)

Please see program description above. 

Please note:  This course runs Monday through Friday.

Presenter: Joseph D. Leone, Jr., CPA, CFP, CLU
Start Date: 11/30/09
End Date: 12/18/09
Time: 06:00 PM - 09:00 PM
Fee: $949 per course (Textbooks are not included)
Workshop Number: FP 410

Page Top Income Tax Analysis and Planning (Certified Financial Planner - CFP Certification Education Program)

Financial planning jobs have grown and are expected to continue to grow in the upcoming years.  The retirement of baby boomers, growing entitlements, longer life spans, and lower yields have created a need for CERTIFIED FINANCIAL PLANNERS certificants.  The core personal financial planning courses are required by the CFP Board to enroll for the CFP certification exam - an important step in establishing your professional credentials.  Additional courses in financial sales are also offered.  Unemployed persons and individuals may qualify for funding for this program through their local County Workforce Investment Board (One Stop Career Center).  This program is not covered through the tuition waiver program.  To locate the One Stop Career Center nearest you please go online to http://careeronestop.org.

Courses for the Program:

FP 410 - Income Tax Analysis and Planning (This course begins on November 30, 2009)

FP 435 - Investment Analysis and Planning

FP 450 - Estate Planning

FP 455 - Retirement Planning

FP 460 - Insurance Analysis and Planning

Please call Colleen McGill at 973-720-22461 or Mary Ann Padula at 973-720-3698 for the dates of the other courses.