MFA-P™ Designation

ACHIEVE THE MFA-P™ DESIGNATION AS A PHILANTHROPY SERVICES SPECIALIST

Become a certified professional in the evolving field of philanthropy. Build trusting relationships with your clients and help them make a difference in the world through charitable giving.

There is an emerging investment trend increasingly important to investors of all ages: strategic philanthropy. But few advisors deliver what clients want: how to integrate personal values with tax and financial plans. Now you can address this need by earning your MFA-P™ Designation.

The MFA-P™ has specialized professional credentials to enable high-value planning for individual or family legacies. In this dynamic program, learn to have highly satisfying conversations with clients sooner in your relationship, address their big fears: that gifts will not be used wisely or according to personal passions and wishes. Then, provide a consistent process for giving solutions with investments that are tax-efficient, during lifetime and as part of a personal or family legacy.

OBTAIN SPECIALIZED CREDENTIALS TO LEAD HIGH-VALUE CONVERSATIONS WITH CLIENTS ABOUT LEGACY PLANNING.

The program consists of three certificate courses:

Introduction to Strategic Philanthropy

Understanding the Charitable Sector

Integrating Giving with Client-Centric Planning

The third course in the program features exposure to practical case studies and strategies used by some of the most experienced charitable gift planners in the country.

The flexible program features personal instructional support and includes all materials to complete the course and testing requirements. Time to be spent on the program varies with individuals, but an estimated 60 hours over a one-year period is the recommended study period.

CONGRATULATIONS TO THE FOLLOWING CAGP MEMBERS* WHO NOW
HOLD THE MFA-P DESIGNATION

Christine Beaumont

Janice Benatar

Peter Bennett

Andrew Bradshaw

Darin Bruins

Christine Brunsden

Theresa Butler

Cindy Byker

Kevin Dopko

Samar El

Nicola Elkins

Michael Flux

Ryan Fraser

Cory Gagnon

Sim Gakhar

Arundel Gibson

Joanne Goodrich

Serena Hak

Mark Halpern

William Hirtle

Lorraine Hopkins

Karen Hudson

Lorne Jackson

Candice Jay

Jane Lapointe

Ruth MacKenzie

Brenda McEachern

Tracey McLennan

Paul Nazareth

Jill Nelson

Patrick O'Connor

Brad Offman

DeWayne Osborn

Jim Pan

Laily Pirbhai

Theresa Butler Porter

Pam Prior

Earl Rempel

Les Ross

David Rubin

Tanya Rumble

Jo-Anne Ryan

Greg Snider

Jasmine Sweatman

Tina Tehranchian

Keith Thomson

Hunter Wang

Stephen Webb

Ross Young

*As of Nov 25, 2020

Join a Network of 1,200+ Professionals

"CAGP has made more major contributions to the development of charitable tax incentives and charitable policy in Canada than any other professional organization. The Government and public servants view CAGP as a knowledgeable, balanced, and credible voice on philanthropy and charities, especially charitable giving issues.

It’s our unique blend of charities and top professional advisors that sets us apart.” -

Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Wealth Management

"Becoming a member of CAGP has been one of the best business and personal decisions I've made in my twenty-year career working in financial services. It has resulted in my having much more meaningful conversations with both my clients and prospective clients about their philanthropic goals and the impact they'd like to have on the world. This in turn has enhanced my relationship with them and resulted in magnifying their charitable gifts.

CAGP’s membership is worth every penny." -

Betty-Anne Howard, M.S.W., B.A.(Hons), CFP, CLU, CHS, CEA,

Certified Financial Planner at Assante Wealth Management