The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy have announced that all three courses for a strategic philanthropic services specialist designation are now available.
The program, which has been written and tested over the past year, allows advisors to provide formal gift-giving plans for individuals and families interested in strategic philanthropy — an investment trend that is “increasingly important to investors of all ages,” the firms said a release.
Advisors who complete the program will receive a Master Financial Advisor – Philanthropy (MFA-P) designation.
Online courses will address three key topics for advisors: how to incorporate philanthropy into their practice; how to focus on gift-planning strategies that are relevant to the client’s goals; and how to integrate client goals with the right solutions by better understanding the charitable sector.
The courses will include exposure to practical case studies and strategies used by some of the most experienced charitable gift planners in the country, the release said.