Income Tax Planning (FP IV)



Financial Planning is one of the fastest growing career paths and the CFP® certification is one of the most recognized and sought-after certifications. Pace University's Financial Planning Certificate Program is recognized by the Certified Financial Planner Board of Standards, Inc. Our program meets the educational requirements set by the CFP Board and prepares students to take the national CFP® Certification Examination.

There are seven required courses within the program:  Fundamentals of Financial Planning; Insurance Planning; Investment Planning; Income Tax Planning; Retirement Planning & Employee Benefits; Estate Planning; and Capstone in Financial Planning.
Income Tax Planning (FP IV)

Start Date: Wednesday, March 12, 2014

Early Registration Fee:  $715.00
After February 14, 2014: $790.00
Location: 1 Martine Avenue, White Plains, NY

Start Date: Wednesday, June 18, 2014

Early Registration Fee:  $715.00
After May 23, 2014: $790.00
Location: 551 Fifth Ave. 8th Floor, New York, NY
* hours 5:45 pm - 9:15 pm

  Remember to use discount code DISC75 to receive your $75 tuition discount per course if you register on or before the early registration date.



Course Description

Because taxes affect virtually all financial (as well as personal) decisions, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a planner and broadens your opportunities to assist clients. This course emphasizes the fundamentals of individual income taxation and also encompasses the tax implications of decisions on business entities and investments.

Click for Detailed Course Description


You Will Learn To

Develop an understanding of income tax planning and its techniques
Analyze a moderately complex tax planning situation
Complete the CFP certification requirements in income tax planning
Develop an understanding of how tax planning fits into the overall context of financial planning.


Who Should Enroll

Professionals, college graduates, career changers who want a career in financial planning or individuals who want to learn about the financial planning process for their own personal use. This certificate program is designed to fulfill the educational requirements necessary to sit for the Certified Financial Planner™ certification examination.


Course Format

One night a week for 11 weeks. 6 pm – 9:30 pm.  *unless otherwise noted; Instructor-led

Our instructors are all working in their field, bringing their professional experience and connections to the classroom.

Early Registration Fee: $715.00

Standard Fee: $790.00

Qualifies for 38 CPE credits

Location: Refer to Start Date above



Please contact us at (888) 561-7223 or


1. Income Concepts: Basic Terminology and Tax Calculation

2. Tax Accounting and Forms of Business

3. Income Tax Aspects of Property Acquisitions

4. Income Tax Aspects of the Disposition of Property

5. Passive Activity Losses and Vacation Homes

6. Income Tax Aspects of Securities

7. Tax Planning for the Family

8. Tax Law Research

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.