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

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

Neil Luipasco

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 December 2024