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Chartered Advisor in Philanthropy (CAP)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The American College of Financial Services
Qualification and Training Requirements
Prerequisites

Candidates must have three years of full-time, relevant business experience within the five years preceding the certification. Relevant experience may include working in a nonprofit organization, serving on a nonprofit board or volunteering.

Designation Training Requirements

Three online, self-study courses

Designation Exam Type

Closed-book, proctored final course exams

Continuing Education Requirements

30 hours every two years, including one hour of ethics CE

Verification and Complaints
Online Designation Resource

Online at YourAdvisorGuide.com

Investor Complaint Process

Online at Complaints Against Advisors

Published List of Disciplined Designees

None