Become a Strategic Gift Planning Specialist

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Faculty of strategic gift planning Your Potential is Limitless™

Achieve the MFA-P™ Designation as a
Master Financial Advisor - Philanthropy

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—two Options

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.

EARN YOUR DESIGNATION
Special Privilege Application

This route to receiving the MFA-P™ designation is reserved for the most experienced charitable gift planners. Until June 30, 2020 only.

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

Achieve the MFA-P™ Designation as a
Master Financial Advisor - Philanthropy

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 Giving with Client-Centric Planning

Earn Your New Credentials

Qualified advisors will address an investment trend that is increasingly important to investors of all ages. Graduates of the program will be able to increase opportunities to build trust with their clients by better understanding their clients’ values and critical personal
causes. Using their new skills in
approaching the gifting conversation with a professional process, they will be
better positioned to provide high-value advice that enables philanthropic goals.

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.

Messages from the Presidents

“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
Canada.”

- Brad Offman, CEO of Spire
Philanthropy.

Group Studies

Individuals and Firms interested in enrolling their advisors in the MFA-P™ designation program may do so now and take advantage of firm-wide discounts as well when two or more advisors pre-register online as agroup.

Have You Met Your CE/CPD Requirements?

Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.

Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.

Learn Your Way

Online 24/7

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.

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.

In-Conference

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

Knowledge Base

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

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