New Knowledge Bureau Designate, Candice Jay, CIM, FCSI, MFA-P™ has some exuberant advice for financial professionals who are looking for new ways to re-engage their enthusiasm during the pandemic marathon: always be curious and dive into life-long learning! Her engaging interview about her new credential as an MFA-P™ (Philanthropy) follows:
Full Name and Designations: Candice Jay, CIM, FCSI, MFA-P™
1. How would you tell your Knowledge Bureau story to a friend?
This (The MFA-P™ Philanthropy Designation Program) is the only Philanthropy professional designation out there and it is offered by Knowledge Bureau. The course did a wonderful job in introducing philanthropy for a Professional Advisor’s practice
2. Why did you decide to take a Knowledge Bureau course?
I had not heard of KB before this designation, and happy to have been introduced to it.
The content of the program is written by many of my friends at CAGP. It was nice to hear their voices and stories and education on their specialized topics.
4. How did you feel when taking the courses?
It took the student through a good learning journey of how to incorporate Philanthropy into their financial practice and goes to more sophisticated advice by the end of the course.
5. Were you happy with the outcomes you achieved?
Yes, I have had a passion for philanthropy and incorporating it into my practice for the last 6 years and this course filled some of the cracks that I was looking for.
6. What are your future goals in using your credentials?
To be creating more impact using strategic philanthropy with my clients and working collaboratively with other advisors who can provide other aspects of the plan beyond my expertise in investment management.
Knowledge Bureau is proud to collaborate with The Canadian Association of Gift Planners (CAGP) and Spire Philanthropy to build this professional designation for advisors and their clients who wish to give to their favorite causes more strategically, during their lifetime and beyond.
About 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.
About Spire Philanthropy: 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.