CAP®
Chartered Advisor in Philanthropy®
Delivering clients’ highest aspirations
CAP® designees report significant improvements in their ability to serve philanthropic clients.
What is the CAP®?
The Chartered Advisor in Philanthropy® designation, or CAP®, provides the specialized knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. You’ll learn to apply the best tax strategies, tools, and techniques for philanthropic goals, advise wealthy families and family offices on important financial matters including business exit planning, estate planning, and legacy planning, and handle gift planning for nonprofits and high-capacity donors or philanthropists.
Our Proven Outcomes
CAP® DESIGNEES REPORT:
+44% higher growth in client retention
+35% higher growth in number of clients
+20% higher growth in production
+9% higher growth in earnings
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024. Based on reported three-year growth compared to advisors with no designations.
Say the CAP® improved their ability to deliver advice on charitable giving strategies
Say the CAP® improved their client conversations
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
What Designees are Saying
“I highly recommend the CAP® curriculum to every charitable planning and fundraising professional. It completely transformed the way that I look at philanthropy and wealth in general.”
—Leon Baburov, CAP®, CFP®, AEP®
“Through the CAP® curriculum, I learned technical gift planning — but more importantly, I learned how to listen to life stories and how to work with professional advisors, as a gift planner and fundraiser.”
—Betsy Ketelas, CAP®, CFRE
“The CAP® Program has added to my repertoire as an attorney, but also as a trusted advisor to individual, corporate, and nonprofit clients.”
—Philip M. Dicomo, Esq., CAP®
A Legacy of Industry Leadership
Founded in 1927, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College's faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Your Life's Work
Powered by the leading academic institution for applied financial knowledge and education.
The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© The American College of Financial Services
866-640-3748