- Type Learning
- Level Foundational
- Time Months
- Cost Paid
Certificate in Financial Planning-Psychology and Income Tax Planning
Issued by
NCCU Division of Extended Studies
The tax planning badge is issued to earners that identify tax traps, express tax implications of various types of businesses, and advise clients on tax-advantaged investments at a basic level. Successfully passing the Certified Financial Planner-Income Tax Planning course with a 70 or higher is required.
- Type Learning
- Level Foundational
- Time Months
- Cost Paid
Earning Criteria
-
Identify tax traps, express tax implications of various types of businesses.
-
Demonstrate how to advise clients on tax-advantaged investments at a basic level.
-
Complete several quizzes and final exam by successfully passing course with a 70 or higher.