The Leader in International
and Cross-Border Financial Planning
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About the Global Financial Planning Institute
Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.
Founder and President
Member Benefits
Become a memberMembership Levels
Enjoy benefits such as All Member Forum (unmoderated), and Blog.
Enjoy benefits such as Discounts to Conferences/Events, Institutional Foreign Exchange (30 bps @ $20K), Professional Services Network, Intermediate and Advanced Presentations (Slide-decks) + White Papers, etc.
Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Fellow status, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)