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Making Philanthropy a Part of Your Financial Planning Practice

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Philanthropy is becoming an increasingly important aspect of our current and future clients' lives and many firms are seeing this as a major area of opportunity. Join Juan Ros, CFP®, AEP®, CSPG, CEPA, Financial Advisor with Forum Financial Management and faculty member with the American Institute for Philanthropic Studies, as he provides advisors with a tangible action plan they can use to incorporate philanthropic planning into their advisory practice, attract more next-generation clients to their business, and empower existing clients to make the most of their planned giving efforts.

  • Develop a value proposition and retool your business model and client experience to position your advisory firm to be competitive within the philanthropic planning space
  • Understand key trends in the philanthropic planning space, and identify the specific services, strategies, and specializations necessary to foster a strong philanthropic planning
  • Learn from real case studies to see philanthropic planning in action and discover tactics and key learnings to apply with your clients

Juan Ros, CFP®, AEP®, CSPG, CEPA

Financial Advisor, Forum Financial

Juan Ros, CFP®, AEP®, CSPG, CEPA is a Financial Advisor for Forum Financial Management, LP. Most recently, Juan was a partner at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held gift planning and major gift positions at the Ronald Reagan Presidential Foundation and the ALS Association. He serves as President of the Conejo Valley Estate Planning Council and is an active member of ProVisors, the Financial Planning Association, the Exit Planning Institute, the Los Angeles Council of Charitable Gift Planners and a member of the editorial board for Planned Giving Today. 

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Making Philanthropy a Part of Your Financial Planning Practice
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available