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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 Abbott
Janet Adams
Meredith Agnew
Semra Albayrak
Jordan Arndt
Kathy Arney
Robyn Arseneau
Nicole Beaulieu
Christine Beaumont
Shawn Bellefeuille
Lauren Bergen
Janice Benatar
Peter Bennett
Angela Bhutani
Matthew Bird
Joni Bokenfohr
Andrew Bradshaw
Joel Bray
Paul Bruch-Wiens
Darin Bruins
Michael Bryce
Mark Bull
Theresa Butler-Porter
Jennifer Button
Leslie Canavan
Chanchal (sisi) Chakrabarti
Smita Chakrabarti
Benjamin Chan
Anil Chauhan
Mary Chow Ivanovic
Brett Clark
Lizzie Cody
Daniel Correia
Joan Cosby
Ian Currie
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
Jackie Gallagher
Arundel Gibson
Pete Gillespie
Kevin Goldthorp
Igor Goloborodov
Effie Gomulia
Angus Gordon
Geoff Graham
Berna Gülmisâl
Dan Hague
Serena Hak
Mark Halpern
Joanne Harris-Bedford
Jessica Holvik
Lorraine Hopkins
Betty-Anne Howard
Karen Hudson
Mary Lynn Huizinga
Lorne Jackson
Candice Jay
Andrew Johnson
Jeffrey Jou
Grant Karst
Rubin Kataki
Scott Kellett
Christy Kelly
Lindsey Kilgour
Joanna Kudakiewicz
Albert Labelle
Catherine Lach
Jane Lapointe
Lindsay Lubov
Niel MacIntyre
Keith MacKay
Ruth MacKenzie
Eileen Madder
Adam Malcolm
Diana Mao
Brenda McEachern
Janice McFarlane
Robert McLean
Dan McPherson
Eva-Christine Missullis
Colin Montgomery
Amy Morrow
Julie Muir
Jeff Nason
Paul Nazareth
Jill Nelson
Ernest Chi Hin Ng
Patrick O'Connor
Brad Offman
David Ohayon
DeWayne Osborn
Trina Owens
Laura Padula
Kelly Pather
James Perkins
Marie Phillips
Ricky Piedrahita
Laily Pirbhai
Kim Plewes
Pam Prior
Michael Radakovic
Carol Rame
Sterling Rempel
Deborah Rodrigues
Les Ross
Victoria Rowe
Jo-Anne Ryan
Gord Schellenberg
Patricia Schmeichel
Ajay Sehgal
Pierre Senecal
Yogesh Sheta
Hal Simonson
Bhawandeep Singh
Mathew Smith
Tenley Soares
Abraham Somavarapha
Rhona Stanislaus
Jay Stark
Glenn Stewardson
Heather Strickey
Jasmine Sweatman
Craig Swistun
Vishal Taneja
Kevin teBrake
Tina Tehranchian
Francois Tetu
Erin Thadani
Keith Thomson
Mike Todd
Stephen Webb
Jennifer Whitby
Jayne Whitfield
Shannon Williams
Del Wilmot
Ian Wood
Jessica Wroblewski
Grace Xin
Ross Young
Zachary Zayac
*As of July 2024