The Modern Client Mandate: Spend Confidently, Tax Efficiently
Traditional planning focuses on the "climb". Focus on the specialized skills required for the "descent" (decumulation). Master sustainable income streams or navigate tax complexity to become the essential architect of your clients' financial future.
A Specialization for Every Need
Beyond foundational knowledge, becoming a specialist means gaining applied knowledge in an area of financial planning that involves greater complexity and rewards your expertise. Start with the program that matches your interests.
Choose Your Path to Specialization
Decide which expertise will have the greatest impact on your clients and your career today.
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Choose Your Path to SpecializationDecide which expertise will have the greatest impact on your clients and your career today. |
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Primary Goal |
Creating sustainable lifetime income. |
Maximizing tax-efficient outcomes. |
Core Focus |
Social Security, Medicare, and decumulation. |
Roth conversions, estate tax, and tax-optimized estate plans. |
Client Impact |
Removes the fear of outliving their money. |
Minimizes the "tax drag" on their legacy. |
Best For |
Holistic retirement planners. |
High-net-worth and business-owner focused advisors. |
Request More Information
Interested but not ready to enroll yet? Find out about the designations that interest you and what makes The College your ideal partner for specialized expertise at this stage of your career.