Discover Philanthropic Financial Planning

1 Hour CFP®, CIMA®, CPWA®, RMA®

Philanthropy 101

Discover philanthropic financial planning with our free CFP CE credits course. Learn to enhance client relationships through effective charitable giving strategies.

Learn to recognize the role that philanthropy plays in your client’s life and financial plan. Understand how to leverage philanthropy to build client relationships. Learn how to facilitate charitable giving using a Donor-Advised Fund.

Free CE Course

Course Details

3 Lessons
7 Videos
1 Quiz
1 Hour
1 CE Credit

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Who Is This For?

Advisors seeking to integrate philanthropy into their clients' financial plans while earning essential CE credits.
Professionals committed to strengthening client relationships through strategic charitable planning.
Advisors who want to enhance their expertise in philanthropic financial planning.

What Will I Learn?

Recognize the role that philanthropy plays in your client’s life and financial plan.
Understand how to leverage philanthropy to build client relationships.
Learn how to facilitate charitable giving using a Donor-Advised Fund.

Of 400 surveyed investors

87%

Want to make an impact via philanthropy.

Yet according to the same survey by CEG Insights,¹ only 6% of investors reported receiving quality philanthropic planning advice from their financial advisor.

Course Curriculum

Introduction
Philanthropy as a Focus

Donor Advised Funds
When to Use a DAF
Summary

DAF Host Considerations
DAF Contributions

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.