Product agnostic educational and consulting program
Our experts have spent years helping advisors successfully incorporate and implement philanthropic strategies. We will consult with you to design a plan to meet your needs and then customize the delivery of our educational content to help meet your specific objectives.
Learn about philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.
Discover the benefits and key considerations behind the growing trend of helping clients contribute non-publicly traded or complex assets to public charities.
Gain an understanding of how to use philanthropy to connect with your clients' entire family, including the next generation, and create a philanthropic legacy for your client that spans generations.
Learn how to test the waters with impact investing and start to integrate it into your practice—helping clients have a greater impact with their investments and philanthropy.
*Courses offer CE credit for the CFP®, CIMA®, CIMC®, and CPWA® certifications.