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Advanced Charitable Giving Planning
This course is truly a must for advisors who wish to have their clients see what exists beyond their homes and work and what truly matters to them.
Michael R., Calgary, AB
Take Three Comprehensive Courses Online
As a designated specialist, you can provide high value services structuring strategic plans for giving during lifetime and as part of an estate plan, by collaborating with taxpayers, the charity and financial planners. Your study plan is completely flexible. . .take up to three study terms, 3 months each, to finish.
THE MFA-P™ provides specialized professional credentials to enable high-value philanthropic planning for individual and family legacies.
- Learn to have highly satisfying conversations with clients about charitable giving.
- Address their big fears: that gifts will not be used.
- Plan for solutions that are tax-efficient now and in
the future.
the future.
MFA-P™ Continuing Education
Need to meet your CE/CPD relicencing requirements?
The MFA-P™ Philanthropy Designation Program qualifies for the following continuing education:
| MFA-P (Philanthropy) Designation Program | Knowledge Bureau | 20 CE |
| CAGP | 20 CE | |
| ICM | 20 CE | |
| IAFE | 14 CE & 1 Ethics | |
| IIROC (cycle 10) | 20 PD & 3 Compliance | |
| MFDA | 15 PD | |
View the CE Calendar At A Glance for eligible course options from Knowledge Bureau and CAGP.
After Graduation: Attestation to High Standards of Conduct
The MFA-P Program is about professionalism. All entrants to the program attest to high professional Standards of Conduct that include:
- Knowledge Mastery: Successful completion of the required courses within this specialized field of service.
- Professional Development: Good standing under the requirements of all professional industry designations and licenses held, including under this Knowledge Bureau program: At least 30 hours of continuing education is required in every 24-month period ending June 30; including Attestation to the Standards of Conduct. Formal recertification for re-licensing of the designation marks is required every two years. Graduates can view their progress on their official transcript displayed in the Graduate Lounge in their Knowledge Bureau virtual campus and in quarterly email notices.
- Ethical Conduct: No citations for unethical conduct of any kind, or unresolved client complaints received by this education institution. Various accreditors, including Knowledge Bureau, will require a public notice for unethical practices. Knowledge Bureau provides guidance on compliance requirements, regulation and best interest duties in a variety of ways including articles in Knowledge Bureau Report, and courses available through its continuing professional development activities.
- Re-Certification: There is a requirement to re-certify every two years by meeting your CE requirements of 30 CE credits as well as a re-certification fee of $395 by the end of June on your re-certification year.
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.
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 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.
Your Tuition Includes
These All-Inclusive Resources
• 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
Not Quite Ready? Take A Course Trial
Learn Your Way
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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.
