The Chartered Advisor in Philanthropy (CAP) designation, administered through The American College of Financial Services, demonstrates you have the knowledge and tools to help clients articulate and advance their highest aspirations for self, family, and society. Whether you work with clients who are interested in exploring charitable gifts within a financial plan, business exit plan, or estate plan, a Chartered Advisor in Philanthropy (CAP) designation is a great place to start.
MY-CPE LLC offers Continuing Professional Education courses for Chartered Advisors in Philanthropy (CAP). We are focused on providing quality continuing education to Chartered Advisors in Philanthropy (CAP) that incorporates the qualified subject areas. Our CPE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CHARTERED ADVISOR IN PHILANTHROPY (CAP) PROFESSIONAL SCOPE REQUIREMENT OVERVIEW
CE Requirements | 30 hours every 2 years. |
License Renewal Period | Renewal of the license is required every two years, with the deadline falling on December 31st. |
CE Reporting Cycle | January 1 to December 31 biennially. |
Ethics Requirement | 1-hour Ethics CE for a reporting period of 2 years. |
CLICK HERE for further reference on CPE regulations for Chartered Advisor in Philanthropy (CAP).
Chartered Advisor in Philanthropy (CAPs) must complete 30 hours of approved continuing education over a two-year reporting period.
Individuals holding the CAP designation are required to is required to earn a minimum of 1 hour of Ethics for a reporting period of 2 years.
The license renewal period for Chartered Advisor in Philanthropy (CAP) Professionals is December 31st biennially.
A CE reporting cycle for Chartered Advisor in Philanthropy (CAP) professionals is from January 1 to December 31 biennially.
CLICK HERE for further reference.
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Here is a link to the CAP website to access FAQs on CE Requirements and Regulations for Chartered Advisor in Philanthropy (CAP) Professionals.
Courses related to the following topics are suitable for continuing education credit:
You can refer to the state board's website for further details and clarification on this matter.
All of the following myCPE Learning Activities are recommended for CAP professionals.
In addition to the above activities the following mentioned activities may also contribute towards continuing education:
Note: Any person who serves as a teacher, speaker, or moderator panelist for any of these programs earns one (1) credit for every 50 minutes of participation in the activity. To claim this type of activity for Professional Recertification Program credit, the person must be able to provide the College with written confirmation of attendance from the sponsoring organization in the event of an audit. Written confirmation should include the Professional Recertification Program participant’s name, topics addressed, date and length of program, and signature of a sponsor representative.
Courses for state insurance licensing examination or examination (other than FINRA or CFP®) for a state or federal license related to financial services; personal development courses, such as motivation, public speaking, or salesmanship, product presentations; and any programs less than 50 minutes in length. It specifies activities that do not qualify for CE credits, including personal development courses and very short programs.
CE credits earned through coursework at the College will be recorded automatically. CE credits taken outside of the College are self-reported. Designees can record and track all CE credits online through their College account. This is important in the event the designee is subject to the College’s audit process.
The annual recertification fee of either $190 (for client-facing* designees) or $105 (for non-client-facing designees).
No, the Short video (Nano learning) method is not approved for the CE requirements of Chartered Advisor in Philanthropy (CAP) Professionals.
No credit may be carried over from excess hours earned during a reporting period. For example, once 30 hours are completed and reported, any additional activities will not count toward credit for the following reporting period.
Designees who earn their first designation during the first year of a recertification period will recertify during the next recertification period.
For example, for the recertification period beginning on Jan. 1, 2023, a student who was awarded a first designation on Aug. 1, 2023, is required to:
Designees who earn their first designation during the second year of a recertification period will be exempt from the following two-year period.
For example, a student awarded a first designation on Aug 1, 2024, is required to:
Failure to complete the 30 hours of CE requirements by December 31st biennially will result in loss of the privilege to use the designation mark and advertising credentials, removal from The American College Professional Recertification Program, and potential notification to employers or compliance officers. Reinstatement is possible upon meeting outstanding requirements, including a reinstatement fee and fulfilling continuing education requirements.
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A client-facing individual is defined as someone who holds a Resident or Non-Resident State Life and health License, and/or their Investment Company and variable Products (Series 6), General Securities Representative (Series 7), Municipal Securities Representative (Series 52), Mutual Funds (Series 63), Uniform Investment Adviser Law (Series 65), or Uniform Combined State Law (Series 66) registrations from FINRA, and/or is a JD, CPA or CFA. Additionally, client-facing individuals work with clients and/or manage or supervise individuals who work with clients regarding sales, recommendations, or advice on insurance or investment products.
Non-client-facing individuals include those who do not work directly with clients regarding sales, recommendations, or advice on insurance or investment products. Those who work at a non-profit organization are also considered non-client-facing.
As myCPE is approved by The American College of Financial Services, many of our courses are compliant with CAP. For further guidance, we have provided details for “QUALIFIES FOR” on each page of the courses about Approval/Qualifications of CE Credits for your reference.
myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for CAP designation holders. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well and guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view The American College of Financial Services website for CAP professionals.
