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Advocis offers courses in new philanthropy designation

By The IJ Staff | September 04 2020 01:00PM

Photo: Freepik

Winnipeg-based Knowledge Bureau is now partnering with Advocis, The Financial Advisors Association of Canada, to provide educational classes for the MFA-P™ designation, which is aimed at advisors looking to help their clients develop philanthropic strategies.

“Affluent clients are highly interested in discussing philanthropy with you, and they want you to lead the way,” said Evelyn Jacks, president of Knowledge Bureau. “Philanthropy, in fact can be the glue that binds multiple generations to you and your firm, help you strengthen family relationships and ensure a continuing stream of revenue over time.”

Knowledge Bureau collaborated with the Canadian Association of Gift Planners and Spire Philanthropy to develop the program, which became available about a year ago.

Learn more to offer strategic philanthropic advice

“We are excited to invite our members to learn more about earning new credentials to offer strategic philanthropic planning with confidence,” said Barbara Riddell, vice-president of Education and Membership at Advocis. “The MFA-P™ designation will help advisors understand how to use strategic gift planning in their practices, using various gifting vehicles and concepts.”

Advisors will understand their unique role in the philanthropic discussion and how to better help clients be more intentional in their giving through high-value conversations.

There are three online courses in the program that include several true-to-life case studies, including planning with vulnerable clients, strategizing with holding companies and using life insurance in gift planning.

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