The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.
000041
AEP
CAP<sup>®</sup>
MSFPP
Single Course
8
1.00
Philanthropic Planning
Financial Planning
Master's Degree Program
Professional Designations & Certifications
Advanced Career Professional
Mid Career Professional
Yes
Yes
0000411
AL
AL
AR
AR
AZ
AZ
CA
CA
CO
CO
CT
CT
DE
DE
GA
GA
HI
HI
IA
IA
IN
IN
KS
KS
KY
KY
LA
LA
MA
MA
MD
MD
ME
ME
MI
MI
MN
MN
MS
MS
MT
MT
NC
NC
NE
NE
NH
NH
NJ
NJ
NM
NM
NV
NV
NY
NY
OK
OK
OR
OR
PA
PA
PR
PR
RI
RI
SC
SC
SD
SD
TN
TN
UT
VT
VT
WI
WI
WV
WV
ID
MO
VA
WY
FL
IL
OH
ND
10G