KB Grads in the News: Jay Stark, MFA-P™

Jay Stark, MFA-P™ shares how this philanthropy planning focused designation program will help him apply new skills in his effort to help Canadians make better decisions about philanthropy and bring plans to life.

The MFA-P™ Philanthropy Designation Program is for advisors looking for specialized professional credentials to develop plans with individuals and families interested in strategic philanthropy. This is an investment trend that is increasingly important to investors of all ages. Tapping into client’s philanthropic goals, advisors will increase opportunities to build trust by better understanding the clients’ values and critical personal causes.

The MFA-P™ Philanthropy Designation teaches advisors and their clients:

• How to incorporate philanthropy into their practice in pragmatic terms
• How to focus on gift planning strategies and vehicles that are relevant to client’s goals
• Practical experience with numerous working case studies that allow advisors to apply that knowledge.

Enrol today!

And for more information about how to talk to clients about charitable giving, join us for a free webinar on May 27, 11:00 AM – 12:00 PM CST.