American College of Financial Services Launches Tax Planning Certification Program with Over 2,000 Advisors on Waiting List

The American College of Financial Services is set to launch a new certification program aimed at financial advisors looking to enhance their tax planning skills. With over 2,000 advisors already on the waiting list, the program is generating significant buzz in the industry.

The Tax Planning Certified Professional program, spearheaded by industry experts Jeff Levine and Jared Trexler, is expected to meet a growing demand for advisors who can provide tax-aware financial advice to their clients. The response to the program’s pending launch has been overwhelmingly positive, with industry leaders expressing excitement about the opportunity to enhance their tax planning capabilities.

The American College, known for its commitment to education and accreditation, is finalizing program details and plans to launch in the fall. The three-course program will cover tax planning strategies for clients in different life stages, from accumulation to retirement to legacy planning.

Levine and Trexler emphasized the importance of specialization in financial advising, particularly in areas like tax and estate planning. They highlighted the program’s focus on practical, real-world scenarios to equip advisors with the skills needed to effectively navigate the complexities of tax planning.

With enrollment expected to begin in the fourth quarter, the Tax Planning Certified Professional program is poised to set a new standard for tax-aware financial advising. Advisors are eager to take advantage of this unique opportunity to enhance their expertise and better serve their clients’ tax planning needs.