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Certifications › Legal & Estate Planning Certifications

Chartered Advisor in Philanthropy® (CAP®)

Certification Voluntary. It proves competence, but nobody is stopped from working without it.

They’re trained to help individuals and nonprofits integrate charitable giving into estate and legacy planning

Offered by
The American College of Financial Services
Who it's for
Advisors, attorneys, development officers, nonprofit professionals
Format
Three graduate-level courses (online or in-person)
Time commitment
~12 months
Cost
~$2,400

Key skills covered

  • Legacy giving and donor motivation
  • Charitable trusts and foundations
  • Tax advantages of philanthropy
  • Family legacy strategy

Costs, eligibility, and renewal requirements are set by the issuing body and change without notice. Confirm the current requirements with them before you enroll or sit an exam.

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