Programs & Courses

MFA-Strategic Philanthropic Services Specialist™

Master Financial Advisor

Who Should Take This Program?

Advisors looking for specialized professional credentials to develop plans with individuals and families interested in strategic philanthropy.

There is an investment trend that is increasingly important to investors of all ages.  Tapping into client's philanthropic goals, advisors will increase opportunities to build trust by better understanding the clients' values and critical personal causes.

Competencies and Proficiency:

The MFA-Strategic Philanthropic Services Specialist  designation will address three key benefits for advisors and their clients:

  • How to incorporate philanthropy into their practice in pragmatic terms
  • How to focus on gift planning strategies and vehicles that are relevant to client's goals
  • Practical experience with numerous working case studies that allow advisors to apply that knowledge.

In Partnership With:

The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are collaborating to introduce this new professional designation for the financial services sector.

What is In the Program?

The MFA-Strategic Philanthropic Services Specialist designation requires completion of three online certificate courses over a period of one year:

Course 1: Introduction to Strategic Philanthropy

Course 2: Understanding the Charitable Sector

Course 3: Integrating Gift Planning Vehicles in Planning

This program features personal instructional support and includes all materials to complete the courses and testing requirements.  Students can expect to spend approximately 100 hours on the three courses.  Group study sessions may also be arranged.

How to Register?

You can pre-register now, online studies to commence in December of 2018.

Tuition Fees: $995.00 plus tax

Pre-Register

 

Pre-Register Here!

OR

Email to: registrar@knowledgebureau.com
Phone: 1-866-953-4769
 
Tuition Fees: $995.00 plus tax

 

Course 1:
Introduction to Strategic Philanthropy

1. Why Families Give
2. The Role of the Advisor
3. Setting the Stage - Barriers to Giving and Planning
4. Why Family Involvement Matters in Wealth Management
5. Ethics and Judgement
6. What s Successful Plan Looks like

 

PMT (Practice Management Thesis)
 A fulsome case to demonstrate client-centric skills
Exam: Honours gold bar standing with 90% attainment

 

Course 2:
Understanding the Charitable Sector

1. The Charitable Sector Landscape
2. Emerging Philanthropic Trends
3. How Charities Operate
4. How Strategic Gifts are Cultivated
5. Understanding Tax and Philanthropy
6. How to Plan for Impact

 

PMT (Practice Management Thesis)
A fulsome case to demonstrate client-centric skills
Exam: Honours gold bar standing with 90% attainment

 

Course 3:
Integrating Gift Planning Vehicles in Planning

1. Understanding Various Gift Vehicles
2. Planning with Families, Singles and Survivors
3. Planning with Business Owners

 

PMT (Practice Management Thesis)
A fulsome case to demonstrate client-centric skills
Exam: Honours gold bar standing with 90% attainment

 

“CAGP is excited about realizing a long-time dream to offer a designation to advisors who want to work more closely with charitably-minded clients to have community impact in mind when planning their finances, retirement and succession” Ruth MacKenzie, President and CEO, CAGP
“We are delighted to partner with CAGP and Spire Philanthropy to provide a meaningful professional course of studies to help advisors assist philanthropists in making investment and giving choices that will leave the biggest impact on society and in the process, utilize tax strategies to support longer-term funding or sustain growth,” Evelyn Jacks, President of Knowledge Bureau
“I am looking forward to working with firms and advisors to engage in this important industry designation that will add further trust and credibility to the work of advisors, and impact on charities in Canada” Brad Offman, CEO, Spire Philanthropy