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CAP® Chartered Advisor in Philanthropy

CAP® Chartered Advisor in Philanthropy

Paladin Peer Group Rating
For Investors For Sponsors
Program Information
  • Prerequisites: For at least three of the five years immediately preceding application, must have been: Actively involved in advising individuals or charitable organizations in any of the following areas: wealth and estate planning, financial planning, charitable planning, charitable giving, planned giving, nonprofit or foundation management or services, investment management of charitable trusts, funds or endowments, or accounting for nonprofit organizations as part of your regular practice or employment OR employed in the nonprofit sector in a capacity related to nonprofit management, development, planned giving, or fundraising.
  • Curriculum: Three graduate-level courses, equivalent of 9 semester credit hours
  • Type of Study: Self study
  • Estimated Completion Time: Unknown
  • Examination Requirements: Final closed-book, proctored exam for each course
  • Continuing Education Requirements: 15 hours every 2 years
Investor Functions
  • Advisor Look-Up: http://www.designationcheck.com/advisor-search
  • Investor Education: Yes
  • Telephone: 888-263-7265
  • Email: None
  • Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.
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