IPA | FINRA.org Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Impact Philanthropy Advisor (IPA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Daylight Advisors, Inc.
Qualification and Training Requirements
Prerequisites

Candidates must have three years of related work experience (e.g., wealth or tax advising, fundraising or gift planning, foundation staffing, philanthropy or nonprofit consulting)

Designation Training Requirements

Online, self-study training program and live group discussions 

Designation Exam Type

Open-book quiz at the end of each course

Continuing Education Requirements

10 hours annually

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

None

Published List of Disciplined Designees

None