Navigate to the Advocis website for more information on the MFA-P™ Philanthropy Designation Program and the CAGP Empowering Client Philanthropy Course Advocis members will receive a discounted rate for both of these programs.
MFA-P™ Philanthropy Designation Program
Advocis has partnered with Knowledge Bureau to bring advisors the MFA-P™ Philanthropy Designation Program. This 3-course online program will provide advisors with the qualifications to discuss a strategic approach to philanthropy. Graduates will guide conversations between multiple stakeholders to the strategic philanthropy plan - the client, the charity, accountants, legal, insurance and investment advisors – towards client objectives. The MFA-P™ will also be in an opportune position to have deeper conversations about disability and estate planning, while engaging multiple generations in the family in the philanthropic plan. Advocis members receive 10% off the tuition.
CAGP Empowering Client Philanthropy Course
Advocis has partnered with the Canadian Association of Gift Planners to bring advisors discounted access to the highly engaging Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy course, currently delivered online over two days, with in-person training resuming in when restrictions are lifted. We know that advisors who can effectively help clients engage in effective and fulfilling philanthropy, while incorporating the benefits of giving into their financial and estate plan, will gain deeper client relationships and a competitive marketplace advantage. Advocis members receive CAGP member pricing. |
Printer-friendly version
PDF version
