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Program checklist · Tax Planning Certified Professional®

Tax Planning Certified Professional®

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Tax Planning Certified Professional®
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_1398699e
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

15 items
  1. TPCP 101
    TPCP 101 Tax Planning During the Accumulation Phase - Provides a foundation to support the first stage of the client lifecycle to help improve the likelihood that investment growth will outpace tax liability
    Not resolved to a course
  2. TPCP 102
    TPCP 102 Tax Planning During Retirement - Focuses on withdrawal strategies and other considerations for the decumulation stage of the client lifecycle after they start taking income from their investments
    Not resolved to a course
  3. TPCP 103
    TPCP 103 Tax Planning for End of Life and Special Situations - Covers ways to minimize client tax liability in various scenarios that may occur at any time and have significant tax implications
    Not resolved to a course
  4. TPCP 101
    TPCP 101 Tax Planning During the Accumulation Phase - Provides a foundation to support the first stage of the client lifecycle to help improve the likelihood that investment growth will outpace tax liability
    Not resolved to a course
  5. TPCP 102
    TPCP 102 Tax Planning During Retirement - Focuses on withdrawal strategies and other considerations for the decumulation stage of the client lifecycle after they start taking income from their investments
    Not resolved to a course
  6. TPCP 103
    TPCP 103 Tax Planning for End of Life and Special Situations - Covers ways to minimize client tax liability in various scenarios that may occur at any time and have significant tax implications
    Not resolved to a course
  7. TPCP 101
    TPCP 101 Tax Planning During the Accumulation Phase
    Not resolved to a course
  8. TPCP 102
    TPCP 102 Tax Planning During Retirement
    Not resolved to a course
  9. TPCP 103
    TPCP 103 Tax Planning for End of Life and Special Situations
    Not resolved to a course
  10. TPCP 101
    TPCP 101 Tax Planning During the Accumulation Phase
    Not resolved to a course
  11. TPCP 102
    TPCP 102 Tax Planning During Retirement
    Not resolved to a course
  12. TPCP 103
    TPCP 103 Tax Planning for End of Life and Special Situations
    Not resolved to a course
  13. TPCP 101
    TPCP 101 Tax Planning During the Accumulation Phase
    Not resolved to a course
  14. TPCP 102
    TPCP 102 Tax Planning During Retirement
    Not resolved to a course
  15. TPCP 103
    TPCP 103 Tax Planning for End of Life and Special Situations
    Not resolved to a course
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/professional-designations-certifications/tpcp. Captured page pages/0010.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.