Preloader

FPSB® Retirement & Tax Planning Specialist

The program covers retirement planning principles, wealth accumulation and withdrawal strategies, and tax planning techniques. It enables candidates to design strategies that optimize cash flow, manage taxation, and support long-term financial goals at both local and global levels, helping professionals provide comprehensive retirement and tax planning advice.

Education Modules

02

Tax Planning and Optimization

  • International Taxation
  • Cross Border and Source Rules
  • Tax Strategies
  • Accounting Standards and Research

01

Retirement Planning

  • Retirement Principles
  • Retirement Objectives
  • Retirement Needs, Analysis and Projections
  • Sources of Retirement Cash Flow
  • Retirement Cash Flow, Withdrawal Projections and Strategies