Certificate Course

Integrating Gifting with Client-Centric Planning

Program

MFA-P™

Overview

Gain deep, broad knowledge of how to apply gift planning vehicles to the objectives articulated by a variety of client profiles. Using true-to-life case studies, anticipate how to help clients assess the impact of their giving.

Enrol Now

Opportunity

In planning with various client profiles, students will focus on three consistencies—Know Your Client, Know Your Charity, and Know Your—to achieve client-centric goals in strategic giving.

What You'll Learn

You will learn how to integrate timing of inter vivos gifts with age and health while managing one- to two-person life/bequest plans. Then, you'll consider how to invest to plan with securities, insurance, registered products, property in-kind, remainder trusts, and DAF (Donor Advised Funds), all with the last step in the managed process—Measure Your Impact.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Course Content

Module 1 | Using Various Gift Vehicles
Module 2 | Planning with Families, Singles and Survivors
Module 3 | Planning with Business Owners

Marking Guide

Quizzes
25%
Case Studies
50%
Final Exam
25%
Passing Grade
60%
Honours Achievement
90%


All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.

Enrol Now