The CTS designation at IBF will help ensure your clients leave satisfied. The CTS program at IBF is the first of its kind in the financial industry. In this specialized program, you will learn how to reduce taxable income and discover the current income tax regulations and their impact on individuals, couples, families, and business owners. In addition, you'll gain sophisticated knowledge about business income, tax credits, itemized deductions, LLCs and S Corps, retirement plans, and home businesses.
"The benefits gained helped me grow my practice and provide the best advice to my clients."
Steve Gerbino, MSFS
The CTS program, exams, and case study are designed to teach you what a practitioner faces every day-from income generation to account preservation. You will gain enormous benefits from taking this course if you are an accountant, advisor, banker, broker, money manager, or planner. By the end of the course, you will have gained a specialized understanding of a modern practitioner, with knowledge that will last a lifetime and help build long term clientele. As with all of IBF's designation programs, completing the CTS will contribute three units toward an eventual Master of Science in Financial Services degree.
Courses offered by the Institute of Business & Finance are approved for continuing education (CE) credit.