A premier advisor education program with complementary CE credits, only available at Fidelity Charitable
As the nation’s largest grantmaker and with 30+ years in charitable planning, we have unparalleled expertise.
Our national team of charitable experts can deliver tools and customized learning to fit your needs.
Since 2016, over 31,000 advisors have benefited from our practice management & consulting program.
Whether you’re looking for CE credits, guidance on donating non-publicly traded assets, or ideas for engaging families, our comprehensive curriculum covers it all.
Starting your charitable planning journey
For advisors new to charitable planning who are looking to learn the fundamentals of tax-smart giving to grow their practice.
Continuing your charitable planning journey
For advisors ready to deepen their knowledge of charitable planning, expand their offerings, and prospect new clients.
We’ve made our curriculum accessible through multiple learning modes so you can quickly bring the learning back to your clients.
Webinars
Webinars offering complementary CE credit and our most timely insights.
Workshops
Customized sessions offered in-person or virtually by our team of charitable experts.