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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
Janet AdamsMeredith AgnewSemra AlbayrakWalter AlonsoIqbal AmiriJordan ArndtKathy ArneyChristine BeaumontCarlton BenjaminShawn BellefeuilleLauren BergenJoanne BenerowskiPeter BennettMatthew BirdClara BorJoel BrayPaul Bruch-WiensMichael BryceMark BullRossy BustamanteTheresa Butler-PorterJennifer ButtonChanchal (sisi) ChakrabartiLizzie CodyDaniel CorreiaJakki CroweIan CurrieHilco de HaanKaren DillonKevin DopkoMelissa East AspilaMarissa ElliottSamar El SoufiJoely ElkinsNicola ElkinsEmelita ErvinKim FalconerMichael FluxRyan FraserTiffany GallagherJackie GallagherAntoine GervaisArundel GibsonPete GillespieKevin GoldthorpIgor GoloborodovEffie GomuliaAngus GordonGeoff Graham |
Dan HagueSerena HakPaisley HillJessica HolvikLorraine HopkinsBetty-Anne HowardPatricia HrymackInes HuangKaren HudsonMary Lynn HuizingaJonathan HuntLorne JacksonCandice JayJeffrey JouGrant KarstScott KellettChristy KellyFaisal KhorshidAlbert LabelleJane LapointeGrace Kangmeehae LeeLindsay LubovNeil LuipascoTiffany LusherRuth MacKenzieEileen MadderAdam MalcolmDiana MaoBrenda McEachernJanice McFarlaneRobert McLeanDan McPhersonJess MerberEva-Christine MissullisColin MontgomeryAmy MorrowJulie MuirJeff NasonLester NazarethJill NelsonErnest Chi Hin NgPatrick O'ConnorSean O'ConnorBrad OffmanDavid OhayonDeWayne OsbornTrina OwensLaura PadulaKelly PatherJames PerkinsMarie Phillips
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Laily PirbhaiPam PriorMichael RadakovicCameron RennieDeborah RodriguesLes RossElie RothVictoria RoweJo-Anne RyanTara SandlerGord SchellenbergPatricia SchmeichelPierre SenecalHal SimonsonBlair SmithTenley SoaresAbraham SomavaraphaGlenn StewardsonHeather StrickeyJasmine SweatmanVishal TanejaKevin teBrakeTina TehranchianErin ThadaniKeith ThomsonMike ToddRob ToewsStephen WebbLynn WhethamJennifer WhitbyJayne WhitfieldJessica WroblewskiGrace XinRoss YoungZachary Zayac
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*As of October 2025