Continuing Education Credits (CEC)

CAGP provides many opportunities to further education in the world of gift planning. CAGP also supports current certifying bodies that have included gift planning in their listed curriculum enabling CE credits.

CAGP has formally partnered with CFRE and Advocis to offer CE credits for their educational offerings.  CAGP also encourages members to 'track' their own CE credits for the certifying designation of their choice ie. CALU, CFP, CGA, CLU, EPC, FMA, IA, PFP, FRP, TEP etc. and provides forms to do so.

For information on tracking your CE credits at CAGP educational events, contact Sharyon Smith our National Program Coordinator at education@cagp-acpdp.org. 1-888-430-9494 ext. 2.

CFRE – CERTIFIED FUND RAISING EXECUTIVE

CFRE International offers an internationally recognized baseline professional credential for philanthropic fundraising executives.

Based on current and valid practice-based standards, the Certified Fund Raising Executive (CFRE) designation is a personal and professional achievement that sets standards in philanthropy. The Certified Fund Raising Executive (CFRE) credential demonstrates an individual's mastery of the standards set for core knowledge and skills required of fundraising executives after five years of experience. This practice-based designation requires demonstration of having met these standards through both a written application and an examination.

CAGP is an approved Continuing Education Provider for CFRE. This means that we submit our programs to CFRE International for review to verify that the programs meet CFRE International's continuing education standards. Only those CE Providers who have registered programs with CFRE International may advertise that the programs have been pre-approved by CFRE International for Continuing Education Points on the CFRE application for both Initial Certification and Recertification.

CAGP National Educational Events provide the following continuing education points:

Full participation in Original Canadian Gift Planning Course is applicable for 19.25 points;

Full participation in CAGP Annual Conference has a potential of 18.25 points;

Full participation in Gift Planning – “ All in a Day” provides 8.5 points.

CAGP is one of eighteen (18) leading philanthropic associations who have partnered with CFRE and endorse their certification process. As a member of CAGP, you receive a discount on the fee to write their exams.

The CFRE Exam is being offered via computer-based testing at over 300 testing centers in North America. Please visit this site for full details on how to apply: http://www.cfre.org/pdf/Computerized-Testing-FAQ.pdf  

For more information on becoming a Certified Fund Raising Executive (CFRE), contact CFRE International at www.cfre.org or CFRE,4900 Seminary Road, Suite 670, Alexandria, VA 22311 Phone number: +1 703.820.5555 Fax +1 703.820.1107

For Local RoundTable Events

Tracking your CFRE credits for CAGP local RoundTable events? please contact your local RoundTable Chair.

ADVOCIS

Advocis, the Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors in Canada. CAGP often provides pre-approved CE credits through their educational offerings. Advocis members are encouraged to track their CE activity, including all educational activities provided by CAGP. With more than 12,000 members organized in 48 chapters across Canada, Advocis members serve the financial interests of millions of Canadians.

For the CAGP Advanced and Original Gift Planning Courses - Advocis Breakdown is:  Technical 13 hours, General 2.5 hours, Ethics 3.5 hours = 19 hours.

As a voluntary organization, Advocis is committed to professionalism among financial advisors. Their members are professional financial advisors who adhere to an established Professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client interests first.

Their members provide a full range of financial services including estate and retirement planning, wealth management, risk management and tax planning. Advocis members may submit documentation of their Continuing Education credits and track their own progress. This information is recorded on file and is available to their members online.

For Local RoundTable Events

Tracking your Advocis credits for CAGP local RoundTable events,  please contact your local RoundTable Chair.

(Last up dated 10 Aug. 10)