Charitable Planning Practice Management

Charitable Planning Practice Management

Charitable planning essentials to grow your business

Online learning at your own pace.

Earn 1 hour of CE Credit (CFP)

In this course you will learn how to incorporate charitable planning as part of a holistic wealth management offering, to deepen client engagement and build new relationships while meeting the growing demand for strategic philanthropic solutions.

This course covers the essentials you need to confidently facilitate charitable planning conversations with clients including philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.


Please note: In order to qualify for Certified Financial Planner Continuing Education credit you must view at least 50 minutes of the video and complete the associated quiz with a passing score of at least 70 percent. Fidelity Charitable will report your participation in the program within 14 days of successful program completion.

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Continuing Education Credit: 
CFP Board Continuing Education (CE) Credit System as of January 1, 2006
As a CFP Board-registered CE sponsor, Fidelity Investments® Charitable Gift Fund, will submit a list of event/Webcast attendees electronically to the CFP Board within 14 days after a program has been completed. CFP Continuing Education (CE) Attendance forms will be submitted via electronic Web form.

CFP Board requires either your CFP Board ID number issued with your initial certification, or the last 4 digits of your social security number for validation. 

In accordance with the standards of the Certified Financial Planner Board of Standards, continuing education credit has been granted for this course based on a 50-minute hour. Fidelity Investments® Charitable Gift Fund is registered as a Program Sponsor with the Certified Financial Planner Board of Standards. 

For Advisor Use Only. Fidelity Charitable® is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. The tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice.

Fidelity Charitable respects your privacy; learn more about our policy here.