Last updated: June 18 2025
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:
Program Highlights:
Through three self-paced online courses, you’ll learn how to:
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.