Get Certified in Tax Planning!

Change the way you do business by becoming Certified in Tax Planning!

Specializing in ProActive Tax Strategies gives you the extra value you need to get paid what you’re worth, dramatically increasing your income and providing the freedom that owning a business is supposed to bring you.

Getting Certified in Tax Planning instantly conveys this expertise to the public. Expand your skills by learning what matters most to small business owners – helping them keep more of what they earn!


To get certified in tax planning, the certification process begins with our 3 Day Academy or immediate access to our Online Academy. We use modern styles of instruction that allow you to instantly understand, retain and put to use all the available information in high level tax planning. At our live academies, you’ll get the chance to personally network with your new group of peers.

Part of what makes our program unique is our “live case studies.” You’ll get the chance to collaborate with other elite tax professionals as you apply new principals in developing tax plans using real world strategies and fact patterns. At the end of the academy, you’ll be asked to present your own case study applying all the techniques and using resources only available in the CTP program. That’s it! Gain the designation you need to charge for the value you bring and earn premium fees.

Once certified, continue to fine tune your tax planning skills through our ongoing continuing education. CTP offers the only continuing education programs that add to your bottom line. We teach you how to use what you are learning to put money in your pocket and build the kind of business you really want.

Initial Licensing Requirements:

  1. Satisfactorily complete CTP Tax Planning Academy through attendance at live training or through our online training options
  2. Satisfactorily complete presentation case study where you use the CTP resources to complete a proactive tax plan
  3. Must be a professional in good standing free from previous financial crime convictions