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Securities and Advisory Services are offered through Harbour Investments, Inc. Securities licenses in: AL, CA, FL, GA, IN, MI, MO, SC.
Harbour Investments current Form CRS
The Certified Kingdom Advisor® Designation offers training and distinction to financial professionals who want to go deeper with their clients—and their career.
CAP®
The Chartered Advisor in Philanthropy® (CAP®) designation provides fundraisers and advisors with a common body of knowledge and a shared credential, enabling them to collaborate effectively with clients on legacy planning. The cross-disciplinary curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, and strategic philanthropy.
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