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Program checklist · Chartered Advisor in Philanthropy®

Chartered Advisor in Philanthropy®

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Chartered Advisor in Philanthropy®
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_ab8c3c8b
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

15 items
  1. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth - Focuses on how clients and donors can use financial planning, estate planning, and gift planning to advance their personal financial goals for self and family, while also having a positive impact on their community
    Not resolved to a course
  2. CAP 549
    CAP 549 Charitable Giving Strategies - Covers charitable tax strategies, tools, and techniques, and how to explain and implement them to achieve donor goals for self, family, and community
    Not resolved to a course
  3. CAP 559
    CAP 559 Gift Planning in a Nonprofit Context - Teaches advisors, board leaders, and nonprofits how to collaborate to create, count, and steward significant gifts
    Not resolved to a course
  4. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth - Focuses on how clients and donors can use financial planning, estate planning, and gift planning to advance their personal financial goals for self and family, while also having a positive impact on their community
    Not resolved to a course
  5. CAP 549
    CAP 549 Charitable Giving Strategies - Covers charitable tax strategies, tools, and techniques, and how to explain and implement them to achieve donor goals for self, family, and community
    Not resolved to a course
  6. CAP 559
    CAP 559 Gift Planning in a Nonprofit Context - Teaches advisors, board leaders, and nonprofits how to collaborate to create, count, and steward significant gifts
    Not resolved to a course
  7. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth
    Not resolved to a course
  8. CAP 549
    CAP 549 Charitable Giving Strategies
    Not resolved to a course
  9. CAP 559
    CAP 559 Gift Planning in a Nonprofit Context
    Not resolved to a course
  10. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth
    Not resolved to a course
  11. CAP 549
    CAP 549 Charitable Giving Strategies
    Not resolved to a course
  12. CAP 559
    CAP 559 Gift Planning in a Nonprofit Context
    Not resolved to a course
  13. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth
    Not resolved to a course
  14. CAP 549
    CAP 549 Charitable Giving Strategies
    Not resolved to a course
  15. CAP 559
    CAP 559 Gift Planning in a Nonprofit Context
    Not resolved to a course
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/professional-designations-certifications/cap. Captured page pages/0007.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.