Public Announcements

Philanthropic Solutions in Financial Planning Certificate Program

Sep. 10, 2020

The American Heart Association and the Financial Planning Association® (FPA®) have joined together to deliver a learning series: Philanthropic Solutions in Financial Planning, an FPA & AHA Certificate Program, to support financial planners and their work in advising clients on philanthropic giving. 

The educational curriculum has been customized for FPA members 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. Additional course topics include an in-depth look at Charitable Remainder Unitrusts, private foundations, Donor Advised Funds, endowments and Charitable Lead Trusts. This series will address discussions around the tangible and intangible benefits of solutions in families and the role of family philanthropy in effective wealth and business succession. The six-part certificate learning series will begin on September 30, 2020.

Register now for the program and be entered into the sweepstakes to win an Apple Watch and a yearlong FPA membership.

For more information, please see the sweepstakes terms and conditions.