Free Online Course

Annual Filing Season Program

Learn how to leverage your Annual Filing Season Program (AFSP) credential to expand client offerings, boost industry credibility, and integrate high-value bank products.

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Course Overview

"Offering Bank Products" (AFSP Edition) is a targeted course designed for tax professionals looking to leverage their Annual Filing Season Program (AFSP) credential into expanded client offerings. Participants will examine why the AFSP designation matters in today's regulatory landscape and how to strategically translate that credential into higher-value bank product offerings. By aligning bank products with their updated status, learners will gain practical strategies to boost practice credibility, enhance client trust, and drive additional revenue.

AFSP Fundamentals

Clarifies what the Annual Filing Season Program (AFSP) entails and why securing this credential is vital for non-credentialed tax preparers.

Professional Advantage

Outlines how holding an AFSP Record of Completion enhances industry credibility, expands representation rights, and builds client trust.

Strategic Growth

Explores actionable ways to leverage your AFSP status to introduce high-value bank products and expand your practice's revenue streams.

Next Steps & Execution

Delivers a clear roadmap for marketing your updated credentials and implementing bank products effectively for maximum impact.

This Course Includes

Everything You Need to Maximize Credibility

Access on Multiple Devices

30 Video Lessons

Full Lifetime Access

Course Curriculum

1 Module · 4 Lessons

Strategic execution for translating your AFSP status into bank product revenue — led by Dr. Misha Milam.

Module I

Offering Bank Products

Overview of Bank Products

Video Lesson

Understanding Backend Fees

Video Lesson

Offering Refund Advances to Clients

Video Lesson

Understanding Preseason Loans

Video Lesson

100% Free · Lifetime Access

Leverage your credentials to scale your practice today.

Gain immediate access to Dr. Misha Milam's AFSP strategy blueprints, bank product integration frameworks, and fee structure guidelines.

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Module

Video Lessons

IRS Recognized