Help Your Clients Save More in Taxes

Tax plays a critical part in nearly all elements of financial planning — and your clients are looking to you to help minimize their tax burden, maximize after-tax gains, and avoid costly planning mistakes.

THE KNOWLEDGE GAP

Why Most Advisors Fall Short

Given the intricacies of tax law and fear of potential legal liability or compliance issues, many financial advisors shy away from tax planning. However, there’s a big difference between tax advice, usually delivered by a CPA or other licensed professional, and tax planning: considering the effect tax has on all planning aspects and providing clients with actionable strategies to minimize their burden in the future.

Nearly six in 10 financial professionals offering specialized tax planning services demonstrate only a basic or intermediate level of proficiency in those skills.1

1The American College of Financial Services. Advisor Expertise Study. 2026.

THE OPPORTUNITY

Get True Tax Planning Expertise

Taxes are on everyone’s mind — and no client wants to pay more of them than they have to. They are increasingly seeking out financial professionals who can provide holistic tax planning strategies for individuals, families, and businesses, especially during a time when we’re seeing significant changes to the tax code.

75% of clients working with advisors with advanced tax planning expertise are high-net-worth individuals or families.2

2The American College of Financial Services. Advisor Expertise Study. 2026.

THE SOLUTION

Become a TPCP®

The Tax Planning Certified Professional® (TPCP®) Program is designed by leading tax experts and practitioners and shows you how to integrate tax planning into every aspect of your practice.

Practical, up-to-date tax strategies across a client’s lifetime

Tools to help clients keep more of their wealth

Insights to address complex tax issues and demystify the tax code

Help clients avoid costly and irrevocable mistakes and achieve peace of mind with a designation of distinction in tax-informed planning — and a proven track record of success.

85% of TPCP® designees rate their education as either “very” or “extremely” useful to their career.3

3 The American College of Financial Services. 2025.

"Just one week after completing my coursework, I landed a $35 million client. The information helped me navigate the complexities of their business sale. The knowledge I gained will serve me for the rest of my career."

—Brad Pistole, TPCP®, RICP®, Certified Financial Fiduciary®, CAS, IRMAACP

Your Special Offer: Save Nearly $300 on the First Course!

Ready to take the next step toward greater professional success? For a limited time, use promo code SPECIALIZEIN26 to get nearly $300 off your first TPCP® course (a 30% tuition savings!).

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Become a Tax Planning Expert

Get personalized program information, see how the TPCP® can fit into your business, and claim your exclusive tuition savings now.

The American College of Financial Services is the nation’s leader in advanced financial planning education. Learn more about the TPCP® Program at TheAmericanCollege.edu/TPCP.

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