There are no prerequisite courses required before you can begin the CAP® program, but three years full-time, relevant business experience ARE required to use the designation.
To receive the CAP® designation, you must:
- Successfully complete the three required courses designated by the program executive director
- Agree to comply with The American College Code of Ethics and Procedures
Participation in the annual Professional Recertification Program (PRP) is required to maintain the designation. For more information, see our Continuing Education (CE) FAQ and PRP pages. Continuing Legal Education (CLE) offers attorneys education beyond the minimum the State Bar requires to help stay current with new laws or expand their legal expertise. CAP courses are available for CLE in Florida and North Carolina.
Wealth advisors who are CAP® designees in good standing also have access to The College's new philanthropic consumer education program, A Spectrum of Legacies. This free, 8-module philanthropic program includes short instructional videos, with learning reinforced through case studies, worksheets, and other resources. You can go through the course yourself and share it with your clients and prospects. They will finish the program educated and empowered to work with a knowledgeable philanthropic advisor like you!