Become a Strategic Gift Planning Specialist

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Faculty of strategic gift planning Your Potential is Limitless™

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.

Choose Your Pathway—one Option

EARN YOUR DESIGNATION
Take three courses

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.

OBTAIN SPECIALIZED CREDENTIALS TO LEAD HIGH VALUE CONVERSATIONS WITH CLIENTS ABOUT LEGACY PLANNING.

Achieve the MFA-P™ Designation as a Philanthropy Services Specialist

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.

The program consists of three certificate courses:

Introduction to Strategic Philanthropy

Understanding the Charitable Sector

Integrating Gifting with Client-Centric Planning

Earn Your New Credentials

Hone your skills and fill an important gap in your industry knowledge. It’s a great way to fulfill professional development requirements too.

Students will learn with a variety of learning components including the Knowledge Journal, quizzes, and true-to-life case studies. A PMT (Practice Management Thesis) will provide an extensive review of the entire course before the exam. Increase your knowledge, skills and confidence further by learning ongoing research skills using the powerful EverGreen Explanatory Notes included with each course and in the process, stay up-to-date with important tax changes.

The MFA-P™ Designation is awarded to the student who achieves an average of 60% on the three exams presented in this course. Honors gold bar standing with be identified on your handsome Certificate with attainment of 90% or more.

Partners in Excellence

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.

CAGP

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

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.

Learn Your Way

Online 24/7

Education that fits your schedule and your pace. Enrol and start learning the same day. PLUS you can create your own program of studies and timeframes. OPTION: Add Peer-to-Peer Classroom or Conference Experiences.

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In-Class

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.

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In-Conference

Annual three-day Distinguished Advisor Conferences and cooccurring Business Builder Retreats focus on finding solutions for the challenges faced by businesses in a global marketplace.

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Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, the Knowledge Bureau Report, newsbooks, lesson plans, online calculators and research libraries.

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All-Inclusive Resources

• 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
• Examination, certification and designation