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education : overview

In addition to the benefits of collaboration and networking, Advisors in Philanthropy offers three main channels of education for members:

CONFERENCE ON PHILANTHROPY: Conferences are packed with presentation topics and discussions facilitated by some of the best and brightest minds in our industry. Members are welcome to bring their spouse to participate in Conference Philanthropy.

Spring Conference

The Chartered Advisor in Philanthropy (CAP™) provides you 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.

TELECONFERENCES: Educational opportunities via telephone from the comfort and convenience of your office. Lasting about an hour, members and non-members alike learn tips and strategies from noted professionals in wealth planning. Registration is required and materials are e-mailed to your office in advance.

 

REGIONAL NETWORKING MEETINGS: In our continuing efforts to increase AiP's value to members, plans are in the making for Regional Meetings to be held at various locations convenient to members. If you would like to help plan or host one of these meetings, please drop us a note.