Financial Paraplanner Qualified Professional℠
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One of the new course electives we offer in the future is Finance and Technology. This course could be important in the future as an elective because of stablecoins. As fintech continues to reshape the global financial system, one of the most promising innovations on the horizon is the use of stablecoins as a mainstream…
In PFPL530: Income Tax Planning, you’ve spent the term exploring the mechanics of AGI, credits, deductions, and more. But here’s a bold idea to consider. What if tax planning is really behavior planning in disguise? That’s not just a metaphor. The tax code is built on assumptions about how people respond to incentives,…
One of the courses I currently oversee is PFPL 530, Income Tax Planning. This is the tax planning course in our master’s program. It uses many of the same materials that are found in our CFP® tax course. However, instead of offering students multiple choice questions, graduate students are given case studies, then asked to…
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