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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
Kathy Arney
Christine Beaumont
Max Becker-Pos
Janice Benatar
Peter Bennett
Andrew Bradshaw
Darin Bruins
Christine Brunsden
Theresa Butler
Jennifer Button
Cindy Byker
Joan Cosby
Kevin Dopko
Samar El Soufi
Nicola Elkins
Michael Flux
Ryan Fraser
Cory Gagnon
Sim Gakhar
Arundel Gibson
Joanne Goodrich
Serena Hak
Mark Halpern
Joanne Harris-Bedford
Tiffany Harding
William Hirtle
Lorraine Hopkins
Karen Hudson
Lorne Jackson
Candice Jay
Rubin Kataki
Jane Lapointe
Ruth MacKenzie
Christopher Mahussier
Brenda McEachern
Tracey McLennan
Eva-Christine Missullis
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
Navin Singh
Greg Snider
Suzanne Spragge
Jay Stark
Jasmine Sweatman
Tina Tehranchian
Keith Thomson
Hunter Wang
Jessica Wroblewski
Stephen Webb
Ross Young
Donna Ziegler
*As of March 10, 2021