Learning Center

American Heart Association

The American Heart Association and FPA are here to help educate financial planners on charitable giving aspects, driving awareness around financial stress and well-being, and encouraging charitable giving clients to connect with FPA’s CFP® financial planners.

Visit them online now if you are interested in joining the AHA Professional Advisor Network


Those who complete the certificate program will receive membership into the AHA Professional Advisor Network, a digital badge and a certificate. All CERTIFIED FINANCIAL PLANNER™ professionals completing the program can earn up to six CFP® CE credits. Additionally, eligible participants can join AHA's professional advisor referral program to connect with charitable donors.

Diversity, Equity and Inclusion in Estate Planning

Diversity, Equity and Inclusion in Estate Planning

In a recent Trusts & Estates magazine forum, speakers said it’s critical that professional advisors with clients from diverse backgrounds consider culture and religion in estate and financial planning.

Learn about the Importance of Diversity in Client Planning, Demographic Data Changes, and Family Structures in today’s estate planning world.

Read the Full Article Now

Author: Carl Wayne, JD  Senior Advisor, Charitable Estate Planning American Heart Association FPA National Board Membe

  • Serving Your Multi-Generational Clients with Values-Based Planning
    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/11/2023 at 12:00 PM (MDT)

    This program explores generational differences in how clients view their wealth and approach giving back. Participants will gain fresh perspectives on wealth, philanthropy, and legacy while exploring the substantial benefit they can add in helping their multi-generational and next gen clients implement planning strategies that are based on purpose-driven goals. Advisors will learn techniques and best practices for leveraging the philanthropic conversation to make a profound and lasting impact on their practices, their clients and families, and their communities.

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