CAP®

Chartered Advisor in Philanthropy®

3 Courses: 3 Required / 0 Elective

Specialized Education in Philanthropy

Become a Trusted Advisor to High NetWorth Clients
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. 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.

The Summit of our Professions and an Asset to our Communities
Generally, those enrolled in CAP® are highly successful advisors and fundraisers who are taking their already high-achieving career to another plane. Having learned earlier in their career to plan for client needs, or having learned how to raise significant funds, these advisors and gift planners take CAP® to provide a higher level of service to their donor/clients, and to help advance philanthropy in their local communities. CAP®s become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

Course Delivery that is Designed for You
Our self-study format lets you earn the CAP® designation on your own time, on your own schedule. Course delivery is via recorded lectures, with inset videos. Your course tuition includes the recorded lectures, self tests, a sample exam, readings, and textbooks. Each course concludes with a two-hour exam, administered at more than 4,000 exam centers around the country.


CAP® Curriculum

Course Name
Course #
Required
 
Planning for Impact in Context of Family Wealth
GS 839
 

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.

 
Charitable Strategies
GS 849
 

Focuses on the tools and techniques of charitable planning in a financial, tax, and legal context.

 
Gift Planning in a Nonprofit Context
GS 859
 

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.