What is a Chartered Advisor in Philanthropy (CAP)?

The American College of Financial Services
October 31, 2019

If giving back is part of your financial plan, you may consider working with a chartered advisor in philanthropy (CAP). A CAP has the necessary knowledge and expertise to help you create a plan for philanthropic giving.

A chartered advisor in philanthropy is a somewhat more obscure designation than a certified financial planner or chartered financial consultant. Understanding the role they can play in giving and philanthropy can help you decide if you can benefit from this type of advisor’s services.

Rebecca Lake, from SmartAsset, takes a closer look at what chartered advisors in philanthropy do and how to become one. Learn more here.


Invest in your career with a professional designation.

One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

Learn More