Financial Education for Securities, Banking, & Insurance Professionals.


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. Your course tuition includes textbooks, recorded lectures, self-tests, a sample exam and readings. Each course concludes with a two-hour exam, administered at more than 4,000 exam centers around the country.


Program Learning Objectives

Upon completion of this program, the student should be able to:

  1. The collaborative skills and advisory and gift planning roles required when larger gifts are planned
  2. Various advisory gift planning styles, and when each is appropriate given a set of client facts and goals
  3. The main charitable tools and how each can be applied to provide specific benefits to the donor, family, and nonprofit
  4. "Planning for impact," that is, planning for specific impact on an issue area in the light of a theory of social change or logic model
  5. How planned gifts and major gifts are traditionally cultivated, solicited, and stewarded within a nonprofit in the light of its mission, governance, and populations served
  6. The ethical, professional, humane and civic ideals that CAP® recipients are expected to espouse

Why CAP®?
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  • What CAP® Can Do for You

    • Put your ideals to work
    • Leverage your "heart" for giving by learning a process that subordinates estate planning and financial planning to meaning, purpose, and positive social impact
    • Acquire a seat at the planning table when clients or donors make their legacy plans and their ultimate gift
    • Become the sought-after trusted advisor of your community's highest capacity donors and clients
    • Serve as the "link" between the client's or donor's aspirations and their technical planning team

    Who takes CAP®?

    Over 500 professionals from many disciplines have taken CAP®. The interdisciplinary diversity of our group is intentional. We are a growing network across the professions to help bring our respective “bodies of knowledge” into a practical synthesis for the benefit of those we serve. These professionals include:

    • Attorneys
    • CPAs
    • Development officers
    • Planned giving officers
    • Financial planners/wealth advisors
    • Insurance professionals
    • Philanthropic advisors in family offices
    • Philanthropic advisors working with wealthy families on strategic grant-making

    Level of Courses

    The program is offered at the graduate level, and is part of The American College’s Masters of Science in Financial Services program. (Any two CAP® courses can be counted as electives towards the MSFS degree). However, the courses are carefully written so that those coming to the program from fundraising or grant-making backgrounds do not need any prior credentials or training in tax or finance. Instead, you will bring the skills and passion that add your unique contribution to the mix. For advisors, the courses provide an insight into the process of philanthropic planning, including but not limited to, tax, tools and techniques.

  • Articles of Interest

    “The Secret of Giving Well in the Financial Crisis” by Sean Stannard-Stockton.

    Read now »

    New Wallace Endowed Chair in Philanthropy

    Philip Cubeta, CLU®, ChFC®, MSFS, CAP®

    Read his bio »

  • 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 Giving 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.

    CAP® courses have been approved by The Lilly Family School of Philanthropy at Indiana University for credit in their graduate degree requirements.

  • Program Completion Requirements

    To receive the CAP® designation, you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures.

    Full Completion Requirements »

    Code of Ethics

    To underscore the importance of ethics standards for Huebner School designations, the Board of Trustees adopted a Code of Ethics in 1984. Embodied in the Code are the Professional Pledge and eight Canons.

    Learn more »

    Continuing Education

    Many of the programs at The American College qualify for Continuing Education. Understand that this information changes frequently, and while we will do our best to provide current data, it is your responsibility to verify CE credits with your state.

    Learn more »

    PACE Recertification

    A Recertification Fee is applied to First-Time PACE-Required Designees after February 1, 2007. A fee of $250 (recurring every two (2) years) covers multiple designations and is not retroactive for prior PACE-required designees.

    *Approximately 90% of PACE recertification fees will be used for public awareness of the designations.

    Learn more »

    The 5-Year Rule

    The American College pledges to offer the most up-to-date material and course offerings. In doing so, all courses are subject to the Five-Year Rule, in the interest of the most valid study material and timely designation completion.

    Learn more »

    Policy FAQs

    Answers for common questions concerning core designations (exam retake and reschedule policies, tuition and fees, etc.) can be found on the Core Designations FAQ page.

    Access the FAQ »

  • Refund Requests

    All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. The policies are as follows:

    Refund policy for Huebner School & GS courses:
    The College will refund course tuition less a $170 cancellation fee if a student requests the refund within 30 days of signing up for the course or, in the case of a live onsite or webinar class, before the third class date, whichever is sooner. Those enrolling in designation packages, where all courses are purchased at once, will be subject to separate refund arrangements communicated at the time of purchase.

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PDF: Mail or Fax a PDF Application

Phone: 610-526-1479

Hours: M-F 8 a.m. - 4:30 p.m. ET

Program Price—Best Value!

Tuition starts as low as $3,199 for the full package of three self-study classes.

  • Enjoy a five-month exam window to test
  • Once you complete a course, the next course in the program is automatically shipped to you
  • Enjoy extensive online study materials as well, including practice exams, audio reviews, video clips and more
  • Contact us for special non-profit pricing

Tuition & Fees

Tuition: $1,450 (per course)

Admission Fee: $150*

Retake/Reschedule: $170

Shipping: $25 (per course)

Your tuition includes all required study materials, access to convenient online learning tools, and your examination.

*One-time, nonrefundable fee for new enrollees at The College.

 
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