Financial Advisor Designations

Designation: CAP
Designation Full Title: Chartered Advisor in Philanthropy
Definition: The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society

Issuing Organization: The American College
Is the designation still offered: Currently offered & recognized by the issuing organization
Is the designation still supported: 
What are the prerequisites? Must be engaged in activities 3 of 5 years before applying: 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.
What are the requirements to obtain the designation? 3 graduate level courses, equivalent to 9 semester credit hours
What type of examination is required to complete the designation process? Final closed book proctored exam
Is there any ongoing continuing education or other requirements to maintain the designation? 15 hours every 2 years
Where can you check if someone has the designation and if it’s current? None
Does the designation have a complaint process and if so, where can it be found?
Is there a published list of disciplined designees and if so, where can it be viewed? None
Who is the accreditation through? None
Recommended for: Attorneys, CPA’s, Development officers, planned giving officers, financial planners/wealth advisors, insurance professional, philanthropic advisors in family offices, philanthropic advisors w/ wealthy families on strategic granting
Code of Ethics or Ethics Course? code of ethics, professional pledge and canons on website under student resources
Length of Time For Completion: 9 semesters