News & Events

Special Offer for Members Only: Purchase the Webinar Wednesdays Bundle & Get One Webinar for Free!

Purchasing a Webinar Bundle gets you registered for the full 2017-18 Webinar Wednesday series and at a special rate - nine great webinars for the price of eight!

 

This offer is only available until September 27, 2017!

 

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GIFT PLANNING FUNDAMENTALS – UPCOMING COURSES

“If you want to know what the rules are and the trends - this session is great.” - 2017 Attendee

 

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A Guide for Professional Financial Advisors

This guide is based on a series of ten articles originally published by WealthProfessional.ca in 2015. The articles have been edited and condensed into this review of Canadian facts, insights, and advice for professional financial advisors.

The series was inspired by a unique Canadian research study: The Philanthropic Conversation: Understanding Financial Advisors’ Approaches and High Net Worth Individuals’ Perspectives.

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The Latest

Resources:
Original Canadian Gift Planning Course - Reg Now Open!

Join us for the next national course on February 26 - March 2, 2018 at
The Wakefield Mill in Wakefield, Québec (30 minutes outside of Ottawa)

CE Credits: 27.25 CFRE credits

See a sample agenda

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Webinars:
Upcoming Webinar: September 27

The Power of Collaboration: Advisors and Gift Planners Working Together

Presented by: Ross Young, Secure Capital Management

September 27, 2017 - 1:00 pm EDT

REGISTER NOW

Blog:
2017 Update of Planned Giving for Canadians Now Available

Planned Giving for Canadians is FREE with your CAGP membership – a value of $100! – and is one of the most sought after benefits of membership with CAGP.

Non-members can also purchase a copy of the e-text through the CAGP website.

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