knowledge topics

  1. 01 Financial Planning Profession and Financial Services Industry Regulation
  2. 02 Financial Analysis
  3. 03 Credit and Debt
  4. 04 Registered Retirement Plans
  5. 05 Government Benefit Plans
  6. 06 Registered Education and Disability Plans
  7. 07 Economics
  8. 08 Investments
  9. 09 Taxation
  10. 10 Law
  11. 11 Insurance
  12. 12 Human Behaviour

Taxation of Investments Owned by United States Persons

KNOWLEDGE EXPECTED OF: CFP® Professionals Only

Taxation of Investments Owned by United States Persons

Investing in Canadian Registered Plans by United States Persons

Glossary of Verbs (mouse over to see definition)

Read more about the Taxonomy used in the FP-BoK

REFERENCES


  1. https://www.irs.gov/irm/part4/irm_04-061-007.html#d0e10
  2. https://www.irs.gov/instructions/i8621/ch01.html