Free AHA/FPA Charitable Planning Certificate Program
The American Heart Association has teamed up with the Financial Planning Association (FPA) to deliver a learning series: Philanthropic Solutions in Financial Planning, an AHA & FPA Certificate Program, to support you in advising clients on philanthropic opportunities.
The educational curriculum has been customized for professional financial advisors and presents topics on facilitating meaningful philanthropic conversations with clients using trusts and beneficiary designations that work to meet client objectives, and strategies to effectively guide your clients to develop a family philanthropy strategy.
Upon completion of the learning series, participants will receive CE credit, membership into the AHA Professional Advisor Network, as well as a digital badge and certificate. The FREE learning series begins for FPA Members on September 30 but the dates are just the live broadcast; once registered, attendees will gain access to each webinar.