We designed this for you
Our curriculum is based on feedback received about the education needs of advisors like you. If you’re looking for the latest tax-smart strategies or access to CE credits, dive into our curriculum below.
CE Credit
Growing Your Practice With Charitable Planning
June 6, 2024
In an increasingly competitive field, differentiating your practice is imperative to attract clients and grow your business. Highlighting your expertise in charitable planning can be an opportunity to amplify your marketing efforts, develop new leads, and build stronger relationships.
For advisors new to charitable planning who are looking to learn the fundamentals of tax‑smart giving.
CE Credit
CE Credit
For advisors ready to deepen their knowledge of charitable planning, expand their offerings, and prospect new clients.
Coming soon: Growing Your Practice With Charitable Planning