Course Overview

Description: As the world gets flatter, you will encounter more clients with international ties or global mobility. At the same time, governments around the world increasingly impose regulations to make global living full of costly landmines. Traditional single country planning or even country-pair cross-border planning are not enough to serve these clients and their families who call multiple countries home in their lifetime. In this session, you will learn how to differentiate various types global planning needs, how to identify planning opportunities and potential pitfalls, and how to best serve these clients while supporting their global connections and lifestyle.

Learning Objectives/Outcomes: After taking this course, participants will be able to:

  1. Differentiate various types global planning needs 
  2. Identify planning opportunities and potential pitfalls 
  3. Serve these clients effectively while supporting their global connections and lifestyle


Instructor: Hui-chin Chen

Principle Knowledge Topic: General Financial Planning Principles

CFP® Credits: 1