Certified Tax Planner
Program

Benefits

Completion of the Certified Tax Planner Program provides the following opportunities:

1. Tax planning career with Consortia Small Business Advisors or
2. Tax planning position with a tax business.

Prerequisite

You must complete the Certified Tax Preparer Program before starting the Program.

Objectives

1. Perform tax planning accurately and productively.
2. Reduce tax payer taxes and prepare for retirement.

Steps

1. Education
2. Certification
3. Training
4. Experience
5. License
6. Support

Course

Tax Planning Fundamentals or course equivalent

Education Objective

Develop tax planning knowledge and understanding.

Certification

Tax Planning Certification

Certification Objective

Communicate and assure employers or clients of your tax planning knowledge and understanding.

Training

Tax Planning with Intuit Tax Advisor

Training Objective

Learn best practice tax planning and Intuit Tax Advisor processes, procedures, and steps.

Experience

You perform tax planning under the direction and supervision of an experienced Certified Tax Planner manager.

Tax Planning Experience (three months)

Experience Objective

Apply best tax planning with Intuit Tax Advisor processes, procedures, and steps.

CTP License Objective

Place CTP behind your name and communicate your tax planning knowledge, skill, experience, and ethics to employers or clients.

CTP License

Become a licensed Certified Tax Planner.

This program completes the CTP license education, certification (examination), and experience requirements.

Job Assistance

We provide job placement training and programs that connect our graduates with business, accounting, and tax firm employers.

How Do I Begin?

The Program begins on the first Monday of each month and there is a limited number of students each month.

1. Click "Buy Now" to pay your first month of tuition. The payment is the first month tuition and fully refundable until the end of your first month in the Program.
2. You will receive an email with Program information including Start date the next business day.