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The Certified Kingdom Advisor® Designation offers training and distinction to financial professionals who want to go deeper with their clients—and their career. With this certification, financial advisors can elevate their practice to a higher level of expertise and understanding, as well as offer their clients peace of mind and purpose in stewarding their wealth.
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.