Become an MFA-P™ – Master Financial Advisor in Philanthropy

In 2025, over $1 trillion in wealth is expected to transition between generations in Canada alone—much of it held by values-driven individuals seeking to leave a meaningful legacy. At the same time, 72% of Canadians say they want their advisors to discuss charitable giving as part of their financial plan, but only 13% of advisors initiate that conversation according to a report from CAGP, The Philanthropic Conversation. This represents a critical gap—and a powerful opportunity.

That’s where the MFA-P™ (Master Financial Advisor – Philanthropy) designation comes in. This specialized credential equips you to lead thoughtful, strategic discussions about giving—conversations that clients increasingly expect, but few advisors are prepared to offer.

This innovative credential equips you with the knowledge and tools to lead meaningful, values-based conversations with clients early in your relationship—helping them overcome common concerns such as whether their gifts will be used wisely, and in line with their passions and intentions.

Why Earn the MFA-P™?

The MFA-P™ program provides:

• A consistent, tax-efficient process for structuring charitable gifts during a client’s lifetime and as part of a family legacy.
• A practical, case-study-based approach that features cutting-edge calculators and access to a robust online research library.
• The ability to develop and deliver holistic giving strategies that integrate seamlessly with investment, estate, and retirement planning.

Program Highlights:

Through three self-paced online courses, you’ll learn how to:

• Help clients support their favourite causes in a strategic and lasting way
• Build stronger relationships by uncovering your clients’ core values
• Reach extended family members—including children and grandchildren—by connecting across generations
• Offer solutions that reflect clients’ financial goals while enabling them to make a meaningful impact
• Differentiate your practice with a credential that signals deep expertise in this evolving area

Build Trust. Deepen Engagement. Make a Difference.

Philanthropy is not just a conversation about giving—it’s a conversation about legacy, purpose, and connection. A 2014 Canadian study, The Philanthropic Conversation, found that all professional advisors who incorporated philanthropic planning into their practice reported stronger client relationships and greater business success. It’s not only the right thing to do—it’s good for your practice.

This month, take the next step. Become a certified professional in the high-value field of strategic philanthropy—and save on tuition when you register today. Only until June 30, save up to 20%!

Click Here to download a brochure and register for the program.