Become a Certified Charitable Advisor (CCA)

A Certification Designed for Advisors Who Want to Do More Than Basic Planning

Learn how to implement structured charitable planning strategies that can enhance client outcomes while expanding your advisory capabilities.

Most Advisors Leave Charitable Planning on the Table

While many clients express interest in charitable giving, few advisors have the training or framework to guide these conversations beyond basic donations.

This often results in:

1.) Missed planning opportunities

2.) Underutilized tax strategies

3.) Limited differentiation in a competitive market

4.) Reduced long-term client engagement

A Structured Approach to Charitable Planning

The Certified Charitable Advisor program provides a practical framework for integrating charitable strategies into client planning.

This is not theoretical training—it’s designed to help advisors:

> Identify planning opportunities <

> Structure advanced giving strategies <

> Integrate charitable planning into existing workflows <

> Deliver more comprehensive client solutions <

Program Curriculum Overview

  • Tax-efficient charitable giving strategies

  • Donor-Advised Funds (DAFs) and implementation

  • Charitable trusts and advanced planning structures

  • Asset-based giving (stock, real estate, business interests)

  • Integrating charitable planning into retirement strategies

  • Client conversation frameworks

This Program Is Designed For:

Financial Advisors

Wealth Managers

RIAs

Tax Professionals

Insurance Professionals