CAP — Chartered Advisor in Philanthropy

ExpertActiveEstablished

Three required graduate-level courses; 3 years' full-time relevant business experience to use the designation.

Issuer
The American College of Financial Services
Industry
Finance & Accounting
Domain
Wealth Management & Financial Planning
Level
Expert
Exam fee
$4,495 — verified 2026-09-27

Prerequisites & eligibility

Experience: 3 years' full-time relevant business experience

Training: Three graduate-level College courses

Renewal & maintenance

Valid for 2 years, 30 CE hours credits per cycle, $200 renewal fee. Renew by cpe.

Professional Recertification Program: 30 CE hours (incl. 1 ethics) every 2 years; annual fee USD 200 client-facing / USD 115 non-client-facing

Recognition

Graduate-level philanthropic and gift planning designation.

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