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CAP®Chartered Advisor in Philanthropy®3 Courses: 3 Required / 0 Elective |
Specialized Training in Philanthropy
Become a Trusted Philanthropic Advisor to Donors and Clients
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and skills needed to help clients and donors achieve their highest aspirations for self, family, and society. This credential helps to:
- Position you as a confidante to clients and donors as they plan for a better life in a better world.
- Integrate gift planning with estate planning, business succession planning, and investment advisory services.
- Integrate gift planning with a nonprofit's major gift
and planned gift programs. - Emerge in your community as a leader whose legacy — via clients and donors — will live for generations
These are graduate-level courses, and, in the process, you can earn credit toward a Master of Science in Financial Services degree.
The CAP® program is designed for self-study, leading to an objective exam in a local exam center. All courses include pre-recorded lectures in which the professor who created the course, Phil Cubeta, guides you through the material step by step. It is like having your own private tutor. And, you can review these lectures at your convenience, any time day or night.
CAP® Curriculum
Focuses on how clients and donors can use financial planning, estate planning, and gift planning to advance their personal financial goals while also having a positive impact on their heirs and on their community.
Focuses on the tools and techniques of charitable planning in a financial, tax, and legal context.
Focuses on what nonprofits call “planned giving.” The course is designed to help board leaders, advisors and nonprofits collaborate to create, count, and steward significant gifts.