Skip to main content
Juan Ros

On Sept. 21-22, Juan Ros, financial advisor with Forum Financial Management, taught a cohort of charitable gift planners in Module 1 of the Certified Specialist in Planned Giving (CSPG) professional designation program. Module 1 covers all aspects of Financial Planning. The CSPG is a program of the American institute of Philanthropic Studies administered by the Cal State Long Beach Research Foundation. Juan has been a member of the CSPG faculty since 2015. He earned the CSPG designation himself in 2005. For more information about the program, click here.


Author ProVisors

More posts by ProVisors