As a designated specialist, provide high value advice to help people meet goals and responsibilities. Study time is flexible—take up to 9 months to finish.
Your Tuition Fees are
All-Inclusive: Knowledge Journals,
Lesson Plans, Retention Quizzes, Exams, Instructor Supported, Tax Deductible
As a designated specialist, you can provide high value services structuring strategic plans for giving during lifetime and as part of an estate plan, by collaborating with taxpayers, the charity and financial planners. Your study plan is completely flexible. . .take up to three study terms, 3 months each, to finish.
This program is for professionals who are looking for specialized credentials to develop plans with individuals and families interested in strategic philanthropy. This is an investment trend that is increasingly important to generations of all ages.
After discovering a family’s philanthropic goals, the MFA-P will confidently work with all the stakeholders to a successful outcome to the strategic philanthropic plan. This provides a prime opportunity to build trust amongst all the collaborators by better understanding the clients’ values and critical personal causes.
Objectives of the MFA-P™ Philanthropy Designation - Learn How to:
The Components of the MFA-P Program The program includes 3 online courses, describe in detail behind the links below.
Need to meet your CE/CPD relicencing requirements?
The MFA-P™ Philanthropy Designation Program qualifies for the following continuing education:
|MFA-P (Philanthropy) Designation Program||Knowledge Bureau||90 CE|
|IAFE||14 CE & 1 Ethics|
|IIROC (cycle 9)||20 PD & 3 Compliance|
View the CE Calendar At A Glance for eligible course options from Knowledge Bureau and CAGP.
The MFA-P Program is about professionalism. All entrants to the program attest to high professional Standards of Conduct that include:
Knowledge Bureau is proud to collaborate with The Canadian Association of Gift Planners (CAGP) and Spire Philanthropy to build a professional designation for advisors and their clients who wish to give to their favorite causes more strategically, during their lifetime and beyond.
The CAGP is a unique association that unites Canada’s charitable representatives with donors and their advisors. Among their fundraising, legal, and financial peers, the group’s members are experts in strategic philanthropic gift planning.
Spire Philanthropy specializes in corporate-charitable partnerships. The firm prides itself on building creative, sustainable and financially viable relationships based on mutual understanding, value sharing and shared strategic benefits.
“We are delighted to announce the publication of the new MFA-P™ designation program. All of our partners and faculty members have worked hard to develop a program to help you confidently and effectively deliver on your clients’ social impact goals, by working more collaboratively with all the stakeholders to successful giving – the donor, the financial advisors and the charity. The MFA-P™ marks signify an embellishment of your professional knowledge, skills and standards in providing strategic planning services to philanthropic clients.”
- Evelyn Jacks, President of Knowledge Bureau
“We are excited to see our dream of a designation program at CAGP come true with the birth of the MFA-P™ Philanthropy Designation Program and look
forward to welcoming advisors from all sides of financial services.”
- Ruth MacKenzie, President and CEO of CAGP
“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
- Brad Offman, CEO of Spire
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
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