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myCPE

30 CE Package for Chartered Advisor in Philanthropy (CAP) (Incl. 1 Hr in Ethics)

All-in-one package to fast-track your compliance

Last Updated

October, 2024

Credit Summary
  • Business Ethics
  • Charitable Giving
  • Estate Planning
  • Finance
  • Non-profit Planning
  • Philanthropic Planning
  • Retirement Planning
Total Credits
CAP
30 Hours 
On Demand
Included with Subscription
Individual Purchase

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Overview

Chartered Advisors in Philanthropy (CAP) have the following CE requirements:

  • 30 hours of CE every 2 years.
  • 1 hour of ethics.
  • 100% of CE can be completed through Self-Study courses.
  • Reporting Cycle - January 1 to December 31, biennially.
  • No carry-forward of credit allowed.

Why Choose myCPE's 30 CE Package for Chartered Advisors in Philanthropy (CAP):

  • Includes 1 hour of ethics.
  • Includes 100% of CE in self-study webinars.
  • All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the CE requirement page or the American College of Financial Services Board website for detailed requirements.

Note: Our 30 CE package for Chartered Advisor in Philanthropy (CAP) is 100% compliant with the American College of Financial Services regulations, and we offer a 100% satisfaction guarantee. If you feel the package needs to be more compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
Addressing Conflict of Interest in Financial and Retirement Planning CAP (1) Business Ethics On Demand (video)
Advanced RMD Techniques for High Net Worth Individuals CAP (1) Taxes On Demand (video)
Advantages and Disadvantages of a Non-Profit Charitable Entity and Other Alternatives CAP (1) Non-profit Planning On Demand (video)
Balancing Emotions and Finances in Divorce CAP (1) Finance On Demand (video)
Corporate Philanthropy CAP (1.5) Philanthropic Planning On Demand (video)
Current Trends in Charitable Giving CAP (1) Charitable Giving On Demand (video)
Exploring Decedent Estates and the Final 1040 CAP (1) Estate Planning On Demand (video)
Family Philanthropy CAP (1) Philanthropic Planning On Demand (video)
Five Mistakes Advisors Make Regarding Charitable Giving Advice CAP (1) Charitable Giving On Demand (video)
How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies And Trends CAP (1) Non-profit Planning On Demand (video)
How to Ensure Your Nonprofit’s Financial and Fundraising Success CAP (1) Non-profit Planning On Demand (video)
Life Insurance and Charitable Giving CAP (1) Charitable Giving On Demand (video)
Mastering Philanthropy: Choosing the Right Giving Vehicle CAP (1) Philanthropic Planning On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement CAP (1) Retirement Planning On Demand (video)
Non-Cash Philanthropy: The Power of Untapped Resources CAP (1) Philanthropic Planning On Demand (video)
Philanthropic Opportunities with SECURE Act 2.0 CAP (1) Philanthropic Planning On Demand (video)
Raising Money For Your Non-profit Organization CAP (1.5) Non-profit Planning On Demand (video)
Roth or Traditional Saving for Retirement CAP (1) Retirement Planning On Demand (video)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) CAP (1) Retirement Planning On Demand (video)
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence CAP (1) Retirement Planning On Demand (video)
Shifting Philanthropy: Mastering Donor-Centric Strategies CAP (1) Philanthropic Planning On Demand (video)
Strategic Philanthropy Unveiled: Two Recent Complex Cases CAP (1) Philanthropic Planning On Demand (video)
Strategic Planning Essentials For Nonprofit And Small Businesses CAP (1.5) Non-profit Planning On Demand (video)
Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them CAP (1) Charitable Giving On Demand (video)
The Power and Essentials of Estate Planning CAP (1) Retirement Planning On Demand (video)
Top 4 mistakes of Retirement Planning CAP (1.5) Retirement Planning On Demand (video)
Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits CAP (1) Non-profit Planning On Demand (video)
Unlocking the Power of Real Estate: A Philanthropic Journey CAP (1) Philanthropic Planning On Demand (video)

Details

Reporting Period :

January 1 to December 31, biennially.

CE Requirement :

30 hours of CE every 2 years.

Ethics Requirements :

1 hour of ethics.

Carry Over Credits :

No carry-forward of credit allowed.

NOTES :

Information given by us on CE Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirements of CE requirements, please visit the board website at CLICK HERE.

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Frequently Asked Questions

Yes, this Package meets the 30 CE requirement for a Chartered Advisor in Philanthropy (CAP).

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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