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. 

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

 

Rod Abbott

Meredith Agnew

Harvey Agustin

Jordan Arndt

Kathy Arney

Christine Beaumont

Max Becker-Pos

Janice Benatar

Peter Bennett 

Andrew Bradshaw

Rick Braun-Janzen

Joel Bray

Darin Bruins

Christine Brunsden

Theresa Butler-Porter

Jennifer Button

Leslie Canavan

Chanchal (sisi) Chakrabarti

Ivan Chen

Brett Clark

Joan Cosby

Hilco de Haan

Karen Dillon

Kevin Dopko

Melissa East Aspila

Marissa Elliott

Samar El Soufi

Nicola Elkins

Kim Falconer

Michael Flux

Shelley L. Forsythe

Ryan Fraser

Arundel Gibson

Effie Gomulia

Berna Gülmisâl

Serena Hak

Mark Halpern 

Joanne Harris-Bedford

Jessica Holvik

Lorraine Hopkins

Betty-Anne Howard

Karen Hudson

Lorne Jackson

Candice Jay

Andrew Johnson

Grant Karst

Christy Kelly

Catherine Lach

Jane Lapointe

Niel MacIntyre

Keith MacKay

Ruth MacKenzie

Adam Malcolm

Diana Mao

Brenda McEachern

Robert McLean

Eva-Christine Missullis

Colin Montgomery

Jeff Nason

Paul Nazareth

Jill Nelson 

Patrick O'Connor

Brad Offman

DeWayne Osborn

Trina Owens

Kelly Pather

James Perkins

Marie Phillips

Ricky Piedrahita

Laily Pirbhai

Kim Plewes

Pam Prior

Carol Rame

Sterling Rempel

Deborah Rodrigues

Victoria Rowe

Jo-Anne Ryan

Gord Schellenberg

Ajay Sehgal

Yogesh Sheta

Hal Simonson

Tenley Soares

Abraham Somavarapha

Jay Stark

Glenn Stewardson

Heather Strickey

Jasmine Sweatman

Craig Swistun

Vishal Taneja

Tina Tehranchian

Francois Tetu

Keith Thomson

Mike Todd

Stephen Webb

Jennifer Whitby

Jayne Whitfield

Del Wilmot

Ian Wood

Jessica Wroblewski

Grace Xin

Ross Young

 

 

 

*As of March 2023