These are educational training programs that are actively training advisors in philanthropic planning.
The InKnowVision Institute offers advanced technical and practical education in wealth strategies design and planning to financial and legal advisors. Through periodic conferences, The Institute strives to instill the competence and confidence fundamental to dealing in the high net-worth marketplace with assurance.
The American College
The American College offers the Chartered Advisor in Philanthropy (CAP™)training program toequipyou with the knowledge and tools you need to help clients reach their philanthropic goals, while also meeting their non-charitable estate planning and wealth management needs
The Heritage Institute trains, certifies and supports advisors in the integration of The Heritage ProcessTM into their businesses. This process provides clients with comprehensive heritage planning, which is the 3rd element of successful multi-generational planning, along with financial planning and estate planning. It helps families and individuals defend against a grim historical fact: 90% of the time family fortunes are lost by the end of the third generation, and more often than not, family unity is shattered along the way. By helping clients to learn what the 10% of people who keep their families and their assets strong and unified across generations do right, Heritage-trained advisors differentiate themselves by providing clients with an experience that delivers meaningful, multi-generational value. For many families, The Heritage ProcessTM experience includes active involvement in philanthropic activities as a means of fostering community involvement, family unity and individual accomplishment.