Donor Advised funds

Fast Facts: Donor Advised Funds

Donor-Advised Funds are philanthropic vehicles that offers individuals, families, and entities the flexibility to support charities of their choice over time. This 5 minute course provides an overview of what they are, the pros and cons.

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Course curriculum

1. Fast Facts: Donor Advised Funds

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Free

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Financial Advisory Client Service Certificate℠
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Crafted to equip participants with the technical knowledge and service skills needed to thrive in this critical wealth management position. 4 Sections: Foundational Courses, Common Service Tasks, Client Service Skills and Investments & Insurance

$349

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Intern Training Program
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Lessons covering the foundational concepts of wealth management

$179

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Fast Facts: Donor Advised Funds

About this course

Financial Advisory Client Service Certificate℠

Intern Training Program