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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
Qualification and Training Requirements
Prerequisites

Candidates must be engaged in the following professional activities three of the five years immediately preceding the application:

  • Advising individuals or charitable organizations in wealth and estate planning, financial planning, charitable planning, charitable giving, planned giving, nonprofit or foundation management or services, investment management of charitable assets or accounting; or
  • Employed in the nonprofit sector in a capacity related to nonprofit management, development, planned giving or fundraising.
Designation Training Requirements

Three graduate-level courses, equivalent of 9 semester credit hours
Designation Exam Type

Final closed-book, proctored exam for each course
Continuing Education Requirements

15 hours every two years
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

Online at Complaints Against Advisors
Published List of Disciplined Designees

None