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Course Description

Examine the federal income tax system and how it relates to individuals and their financial planning. Discover how various incomes, deductions, tax credits, capital gains and losses, life insurance and annuities, and taxation of business entities can all affect your client's portfolio.

Course Outline

  1. Functions of the Tax System-Legislative, Executive, and Judicial
  2. Determination of Income Tax Liability
  3. Gross Income:  Inclusions
  4. Gross Income:  Exclusions
  5. Itemized Deductions
  6. Cost Recovery Deductions

Learner Outcomes

Upon completion, students will be able to apply the fundamentals of income taxation in the best interest of the client.

Notes

Method of Instruction: Lecture

Evaluation: Final Examination-There will be a final exam at the conclusion of each module. A minimum grade of 75% must be earned on all exams that are administered as part of the program.  Students scoring 60% or higher on a final exam will be allowed one opportunity to retake the exam in an attempt to achieve a passing grade for that course module. Students who score below 60% on a final exam are required to retake the module the next time it is offered.

Prerequisites

CFP Certification Process Education Requirement

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Enroll Now - Select a section to enroll in
Section Title
CFP - Income Tax Planning
FIS ID
342053
Section Schedule
Aug 19, 2025 to Oct 02, 2025
Type
Online, Synchronous
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Aug 19, 2025 to Aug 28, 2025
Type
Online, Synchronous
Days
Th, T
Time
6:00PM to 9:00PM
Dates
Sep 04, 2025 to Oct 02, 2025
Schedule and Location
View Details
Contact Hours
39.0
Location
  • Central Campus / CPCC
Delivery Options
CLASS  
Course Fee(s)
Reg fee 25-50 hours non-credit $125.00
Additional Fee(s)
TECH Fee $5.00 Mandatory
CEUs
3.9 CEUs
Drop Request Deadline
Aug 18, 2025
Transfer Request Deadline
Aug 19, 2025
Section Notes

Tax Planning is the fourth class towards your Certified Financial designation. Textbook is required. 

To become a CFP there are seven modules you will have to complete, which will take a year to complete, CFP Board Education Requirements. 

  1. CFE 8001 Fundamentals of Financial Planning 
  2. CFE 8002 Insurance Planning 
  3. CFE 8003 Investment Planning 
  4. CFE 8004 Tax Planning 
  5. CFE 8005 Retirement Planning 
  6. CFE 8006 Estate Planning 
  7. CFE 8007 Financial Plan Development Course 

There is the Wells Fargo Scholarship which is a partial scholarship that would go towards your tuition and fees. Once our department receives your application, we will send you an email letting you know if you received the scholarship. Wells Fargo Scholarship for Financial Services Careers.

Wells Fargo Scholarship for Financial Services Careers the Wells Fargo Scholarship for Financial Services Careers has been established to provide scholarship assistance to deserving Central Piedmont students interested in gaining employment in the financial services industry. The endowment was created by a gift from Wells Fargo to attract and retain students in the banking and financial planning disciplines. This is a partial scholarship that would go towards your tuition and fees. If you receive the scholarship, it will be applied to your next modules. Apply Now Have Questions or Need Assistance? Email Karen.Cruz@cpcc.edu or contact Continuing Education Customer Service at 704-330-4223. www.cpcc.edu 

Class will not meet:

September 2 - Professional Development Day, No Classes for Students

Section Materials
  • (Mandatory)
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