If you’re looking for an advisor who incorporates tax planning into a comprehensive financial strategy, working with a Tax Planning Certified Professional® (TPCP®) may be worth considering. This designation reflects training in evaluating tax-related considerations across a range of financial situations. Like other professional credentials, it requires coursework, an exam, and ongoing education.
Here are a few things to know about working with a TPCP® and the role they can play.

What does a Trusted Planning Consultant Professional (TPCP®) do?

A TPCP® is trained to help individuals and families consider how taxes may impact their financial decisions. This can include evaluating tax-efficient investment strategies, planning for distributions, and coordinating with other professionals on tax-related matters.

Training and certification for TPCP®

To earn the TPCP® designation, candidates complete coursework focused on tax planning concepts and their application within financial strategies. Topics may include tax-efficient investing, retirement income planning, and considerations for different types of accounts.
After completing the program, candidates must pass an exam to demonstrate their understanding of the material. Once approved, they can use the TPCP® designation.
Maintaining the designation requires ongoing education and adherence to professional standards, helping ensure advisors stay current as tax rules and planning strategies evolve.