Chartered Advisor in Philanthropy®

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CAP® Promo 2018


Planning for Impact in Context of Family Wealth (GS 839)
The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.

Charitable Giving Strategies (GS 849)
The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift.

Gift Planning in a Nonprofit Context (GS 859)
The focus of this course is on gift planning for nonprofits. By the end of this course, students should have the knowledge needed to apply the concepts and processes introduced in GS 839 and GS 849 to develop six to eight figure gifts for a specific nonprofit from its highest capacity donors.

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

Tuition (per course)​: $1,850
For students employed by a nonprofit organization: $1,300

Package price (all three courses): $3,800
For students employed by a nonprofit organization: $3,000

Retake/Reschedule: $125
Your tuition includes all required study materials, access to convenient online learning tools, your examination, and shipping fees.

To receive the nonprofit pricing, you must enter "nonprofit" in the company field. For more information, please call 610-526-1479.

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. You will still have access to The College’s expert faculty through online questions.

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

To ensure its alumni stay continually updated on what is happening in their profession, The American College of Financial Services requires those who hold certain designations to meet professional recertification requirements.

See the Student Resources and Policies page for comprehensive details on refund policies, learning policies, recertification information, and more.

Program Faculty

Professor Philip Cubeta
Philip Cubeta

Assistant Professor of Philanthropy

CAP® Program Director

Sallie B. and William B. Wallace Chair in Philanthropy