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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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Section Title
CFP - Income Tax Planning
FIS ID
350160
Type
Online, Synchronous
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Mar 17, 2026 to Apr 28, 2026
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
Mar 10, 2026
Transfer Request Deadline
Mar 10, 2026
Instructors
  • Joseph Lynch
Section Notes

Tax Planning is the fourth class towards the Certified Financial Planner Sequence 

To become a CERTIFIED FINANCIAL PLANNER® (CFP®), you must complete a structured education program which includes seven modules and typically takes about one year to complete if paced consistently, CFP Board Education Requirements.  

  • CFE 8001 Fundamentals of Financial Planning  
  • CFE 8002 Insurance Planning  
  • CFE 8003 Investment Planning  
  • CFE 8004 Tax Planning  
  • CFE 8005 Retirement Planning  
  • CFE 8006 Estate Planning  
  • CFE 8007 Financial Plan Development Course (The Financial Plan Development (Capstone Course)—which is the seventh and final module in the CFP® education program—requires completion of all six prior modules as a prerequisite. This ensures that students have the foundational knowledge needed to develop a comprehensive financial plan.) 
  • Textbook is required 
  • Wells Fargo Scholarship for Financial Services Careers - The scholarship covers tuition and fees for the second class and subsequent classes in the program. It is not a full scholarship, but it provides meaningful financial assistance to help students continue their education 
  • Continuing Education Refund Policy 
Section Materials
  • (Mandatory)
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