Taxation in Investment Advice (Capital Gains Tax and Withholding Tax)
Taxation in Investment Advice (Capital Gains Tax and Withholding Tax)
Introduced in 2009, the German capital gains withholding tax applies to a range of investment income—including interest, dividends, securities gains, and derivative products. This course brings clarity to how it shapes investment strategies—and how advisors can respond. You’ll also explore the post-2018 reforms that changed how investment funds are taxed. Through unbiased examples and thought-provoking scenarios, you’ll test your understanding as you learn. Equipped with this knowledge, you can offer clients not just insights—but informed, forward-thinking guidance that maximises outcomes.
Next Start Date
Available Now
Duration
6 months
Language
German
Type of Education
Fully self-paced
Price
78 EUR
for individual users. Customized group or enterprise licensing is available upon request
Format
E-learning
Introduced in 2009, the German capital gains withholding tax applies to a range of investment income—including interest, dividends, securities gains, and derivative products. This course brings clarity to how it shapes investment strategies—and how advisors can respond. You’ll also explore the post-2018 reforms that changed how investment funds are taxed. Through unbiased examples and thought-provoking scenarios, you’ll test your understanding as you learn. Equipped with this knowledge, you can offer clients not just insights—but informed, forward-thinking guidance that maximises outcomes.
Target group
Corporate client advisors, wealth consultants, and professionals in market-facing roles.
Contents
- Income from capital assets
- Withholding tax, church tax, and deductible expenses
- Loss offsetting and tax treatment of fund transfers
- Investment funds and insurance-related products
- End-of-course knowledge check
Methodology
eLearning: As an individual user, you will receive online access to the Frankfurt School learning platform for 6 months. You determine the place of learning, learning time and learning pace yourself.
Costs & Registration
For only 78 EUR!
Costs & Registration
For only 78 EUR!
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