Financial Advisor CFP Credit Webinars

Do you want to help your clients maximize their charitable impact?

We offer financial advisors, attorneys, and CPAs access to Inside Giving, a quarterly webinar series with exclusive access to training and insights from the charitable giving experts at NCF. As a bonus, you have the opportunity to receive CFP and CKA credit hours free of charge. The best part? Seeing your clients experience the joy of greater generosity through your new expertise.

Throughout 2022, NCF will host four webinars to serve you:

Legacy Starts Now – February 9

Wealth transfer strategies to help clients build thriving family legacies and ignite future generations for generosity.

The Asset-Based Giving Conversation – May 11

How to identify, introduce, and engage your clients in non-cash and complex gift opportunities, such as gifts of business interests and real estate.

Building Thriving Business Legacies – August 3

Business planning strategies to help clients build and preserve an outreach-focused, “give-back” culture that reflects company values and legacy impact goals.

Top 4 Year-End Giving Opportunities – October 12

Four things to keep in mind when advising your clients on effective Q4 asset-based giving (complex, non-cash gift) opportunities.

Don’t miss these exciting opportunities to sharpen your charitable expertise and explore innovative ways you can help your clients make the biggest possible impact for their favorite charities in 2022.

We look forward to seeing you each quarter!