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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
Rod AbbottJanet AdamsMeredith AgnewSemra AlbayrakWalter AlonsoJordan ArndtKathy ArneyRobyn ArseneauNicole BeaulieuChristine BeaumontShawn BellefeuilleLauren BergenJanice BenatarPeter BennettAngela BhutaniMatthew BirdJoni BokenfohrAndrew BradshawJoel BrayPaul Bruch-WiensDarin BruinsMichael BryceMark BullTheresa Butler-PorterJennifer ButtonLeslie CanavanChanchal (sisi) ChakrabartiSmita ChakrabartiBenjamin ChanAnil ChauhanMary Chow IvanovicBrett ClarkLizzie CodyDaniel CorreiaJoan CosbyIan CurrieHilco de HaanKaren DillonKevin DopkoMelissa East AspilaMarissa ElliottSamar El SoufiNicola ElkinsKim FalconerMichael FluxShelley L. ForsytheRyan FraserJackie GallagherArundel GibsonPete GillespieKevin GoldthorpIgor GoloborodovEffie GomuliaAngus GordonGeoff GrahamBerna Gülmisâl |
Dan HagueSerena HakMark HalpernJoanne Harris-BedfordJessica HolvikLorraine HopkinsBetty-Anne HowardKaren HudsonMary Lynn HuizingaLorne JacksonCandice JayAndrew JohnsonJeffrey JouVarinder KaliaGrant KarstRubin KatakiScott KellettChristy KellyLindsey KilgourJoanna KudakiewiczAlbert LabelleCatherine LachJane LapointeLindsay LubovNeil LuipascoNiel MacIntyreKeith MacKayRuth MacKenzieEileen MadderAdam MalcolmDiana MaoBrenda McEachernJanice McFarlaneRobert McLeanDan McPhersonEva-Christine MissullisColin MontgomeryAmy MorrowJulie MuirJeff NasonPaul NazarethJill NelsonErnest Chi Hin NgPatrick O'ConnorBrad OffmanDavid OhayonDeWayne OsbornTrina OwensLaura PadulaKelly PatherJames PerkinsMarie PhillipsRicky Piedrahita
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Laily PirbhaiKim PlewesPam PriorMichael RadakovicCarol RameSterling RempelDeborah RodriguesLes RossVictoria RoweJo-Anne RyanGord SchellenbergPatricia SchmeichelAjay SehgalPierre SenecalYogesh ShetaHal SimonsonBhawandeep SinghBlair SmithMathew SmithTenley SoaresAbraham SomavaraphaRhona StanislausJay StarkGlenn StewardsonHeather StrickeyJasmine SweatmanCraig SwistunVishal TanejaKevin teBrakeTina TehranchianFrancois TetuErin ThadaniKeith ThomsonMike ToddStephen WebbJennifer WhitbyJayne WhitfieldShannon WilliamsDel WilmotIan WoodJessica WroblewskiGrace XinRoss YoungZachary Zayac
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*As of December 2024