Course Description

Certified Financial Planner

Jeremy Kisner

Jeremy is a Certified Financial Planner ™, Chartered Retirement Plans Specialist and Certified Estate Planner. He has a degree in Economics from the University of California, Santa Barbara and has received advanced education in risk management, financial planning, and modern portfolio theory through the financial planning program at the University of California, Irvine. He holds the FINRA Series 7, 24 & 63 licenses as well as fixed and variable insurance licenses.He has appeared on CNBC and Fox Business Channel and writes the weekly blog, Surevest Insight. He has also written articles and/or been quoted in dozens of financial publications including The Wall Street Journal, Huffington Post, Barron's, Financial Planning Magazine, Money Magazine, The New York Times and Arizona Republic.

Course curriculum

  • 1

    Financial Fitness - "Tackling Your Taxes"

    • Lesson 1 - Trump Tax Plan: Good, Bad, & Ugly

    • Quiz - Lesson 1 - Trump Tax Plan: Good, Bad, & Ugly

    • Lesson 2 - Gifting and Taxes: Are Gifts Taxable?

    • Quiz - Lesson 2 - Gifting and Taxes: Are Gifts Taxable?

    • Lesson 3 - Mortgage Interest Deduction: FAQs

    • Quiz - Lesson 3 - Mortgage Interest Deduction: FAQs

    • Lesson 4 - Taxing The Rich: Do They Pay Enough?

    • Quiz - Lesson 4 - Taxing The Rich: Do They Pay Enough?

    • Lesson 5 - Tax Deductions: What You Need To Know

    • Quiz - Lesson 5 - Tax Deductions: What You Need To Know

    • Lesson 6 - IRS Audit: What Are The Chances?