The world is increasingly smaller and its people more interlinked and mobile.

With these developments, cross-border planning issues have become more prevalent and significant.

FPA volunteers around the world have provided their expertise to bring you a number of resources to help you in this area.

Financial Planning Country Presentations

• Australia (Audio) & Australia (PowerPoint | 486KB)
• Bahamas (Audio) & Bahamas (PowerPoint  | 296KB)
• Belgium (Audio) & Belgium (PDF | 278KB)
• Brazil (Audio) & Brazil (PDF | 2.9MB)
• Canada (Audio) & Canada (PowerPoint  | 76KB)
• China (PDF | 2.7MB)
• Hungary (Audio) & Hungary (PowerPoint  | 443KB)
• India (PPT | 828KB)
• Italy (PowerPoint | 678KB)
• Malaysia (Audio) & Malaysia (PDF | 848KB)
• New Zealand (Audio) & New Zealand (PowerPoint  | 999KB)
• Russia (Audio) & Russia (PowerPoint  | 214KB)
• Singapore (Audio) & Singapore (PowerPoint  | 1MB)
• Spain (Audio) & Spain (PowerPoint  | 683KB)
• Switzerland (Audio) & Switzerland (PowerPoint  | 234KB)
• United States (PowerPoint | 1MB)

Cross-border Resource Library

Planning issues can vary significantly from country to country, especially around the areas of tax and estate planning. Understand what the issues are and how to navigate them. 

• Australia
• Argentina
• Bahamas
• Belgium
• Brazil
• Canada
• China
• India
• Italy
• Japan
• Malaysia
• Mexico
• Netherlands
• Norway
• Russia
• Singapore
• Switzerland
• United States

Cross-border Community
This online gathering place allows planners to meet others from around the world and share information on cross-border issues.

Cross-border & Expatriate Links
Connect to organizations that have helpful cross-border information & expatriate sites with information on immigration, taxes, banking, housing and more — on countries around the world.

Country-to-country Comparisons (Excel Doc | 67KB)
From quality of life to inflation to tax rates, planning information is all listed in one place, making it easy to compare how things differ from country to country.