The CAP® Refresher Course is available to those who have completed the three-course CAP® program. It covers philanthropic planning, charitable giving strategies, and gift planning within the context of family wealth. This resource is for review purposes and does not include exams or assessments.
You have full access to all text and video content, synthesizing finance, taxation, fundraising, and psychology. Revisit the strategies that help clients achieve maximum impact for their communities and their families. The materials are self-paced and organized for easy reference.
This course is a valuable tool for preparing for legacy planning discussions. Revisit specific topics to review how to integrate charitable goals into estate plans or use the materials to stay current on gift planning trends. SPARK is available to help you explore the nuances of family dynamics in philanthropy or to answer specific questions as you review.
