Certified Professional in Charitable Planning
The Certified Professional in Charitable Planning is a highly respected designation that empowers professionals to create lasting legacies through strategic philanthropy. This esteemed course equips individuals with the knowledge and skills to help donors achieve their charitable goals, while also ensuring the long-term sustainability of non-profit organizations. By mastering the art of charitable planning, professionals can unlock new career opportunities …
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What you'll learn
Course Overview & Description
The Certified Professional in Charitable Planning is a highly respected designation that empowers professionals to create lasting legacies through strategic philanthropy. This esteemed course equips individuals with the knowledge and skills to help donors achieve their charitable goals, while also ensuring the long-term sustainability of non-profit organizations. By mastering the art of charitable planning, professionals can unlock new career opportunities and enjoy a competitive edge in the industry. With a focus on tax planning and estate planning, this course is ideal for those seeking to make a meaningful impact in the philanthropic sector.
Comprehensive Course Details & Information
Entry Requirements
This course is open to all, with no formal entry requirements. Anyone with a genuine interest in the subject is encouraged to apply.
Learning Resources & Study Materials
Study Materials
This programme includes comprehensive study materials designed to support your learning journey and offers maximum flexibility, allowing you to study at your own pace and at a time that suits you best.
You will have access to online podcasts with expert audio commentary.
In addition, you'll benefit from student support via automatic live chat.
Assessment Methods
Assessments for the programme are conducted online through multiple-choice questions that are carefully designed to evaluate your understanding of the course content.
These assessments are time-bound, encouraging learners to think critically and manage their time effectively while demonstrating their knowledge in a structured and efficient manner.
Key Course Facts & Features
Course Structure
- The certification process involves completing a comprehensive course of study, passing a rigorous exam, and adhering to a code of ethics and professional standards
- The CPCP certification is typically completed in 6-12 months, depending on the individual's schedule and pace
- It is a highly respected credential that can open doors to new career opportunities and help professionals achieve their goals in the charitable planning industry
Certification & Recognition
- The Certified Professional in Charitable Planning (CPCP) is a prestigious certification that demonstrates expertise in charitable planning and fundraising
- This certification is designed for professionals who work with donors, charities, and other organizations to create effective giving plans that meet their philanthropic goals
- The CPCP program is offered by the National Association of Charitable Gift Planners (CGP) and is recognized as a leading credential in the charitable planning industry
- By earning the CPCP certification, professionals can demonstrate their knowledge and skills in areas such as estate planning, tax law, and charitable giving strategies
- The CPCP certification is highly valued by charities, foundations, and other organizations that rely on skilled professionals to help them achieve their mission and goals
- Upon completing the program, professionals can expect to have a deep understanding of the complex issues surrounding charitable giving and be able to provide expert advice to donors and charities
- The industry relevance of the CPCP certification cannot be overstated, as it is recognized as a leading credential in the charitable planning industry
- By earning the CPCP certification, professionals can stay ahead of the curve and remain competitive in a rapidly changing industry
- The CPCP certification is also a valuable asset for professionals who want to advance their careers or start their own charitable planning practices
- Overall, the CPCP certification is an excellent choice for professionals who want to demonstrate their expertise in charitable planning and fundraising
Learning Outcomes
- In terms of learning outcomes, the CPCP program covers a wide range of topics, including charitable gift planning, estate planning, tax law, and philanthropic strategies
Why Choose This Course
| Year | Number of Charities with Dedicated Fundraising Team |
|---|---|
| 2018 | 50 |
| 2019 | 55 |
| 2020 | 60 |
| 2021 | 65 |
| 2022 | 70 |
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Career Opportunities
Who Is This Course For? - Target Audience
| Ideal Audience for Certified Professional in Charitable Planning |
| Professionals who work with individuals and families in the UK, particularly those in the 45-64 age group, are ideal candidates for the Certified Professional in Charitable Planning (CPCP) designation. According to a 2020 survey by the Chartered Institute of Fundraising, 71% of UK charities reported an increase in donations from individuals aged 45-64. |
| This includes: |
| Financial advisors and planners who want to expand their services to include charitable giving and estate planning. |
| Attorneys and law firms that specialize in estate planning and want to offer their clients more comprehensive charitable planning services. |
| Trust and estate planners who want to stay up-to-date on the latest charitable planning strategies and techniques. |
| Anyone who works with high net worth individuals and families in the UK and wants to help them achieve their charitable goals. |
Sample Certificate
Upon successful completion of this course, you will receive a certificate similar to the one shown below:
Certified Professional in Charitable Planning
is awarded to
Student Name
Awarded: June 2025
Blockchain ID: 111111111111-eeeeee-2ddddddd-00000
Frequently Asked Questions
There are no formal entry requirements for this course. You just need:
- A good command of English language
- Access to a computer/laptop with internet
- Basic computer skills
- Dedication to complete the course
We offer two flexible learning paths to suit your schedule:
- Fast Track: Complete in 1 month with 3-4 hours of study per week
- Standard Mode: Complete in 2 months with 2-3 hours of study per week
- You can progress at your own pace and access the materials 24/7.
During your course, you will have access to:
- 24/7 access to course materials and resources
- Technical support for platform-related issues
- Email support for course-related questions
- Clear course structure and learning materials
Please note that this is a self-paced course, and while we provide the learning materials and basic support, there is no regular feedback on assignments or projects.
Assessment is done through:
- Multiple-choice questions at the end of each unit
- You need to score at least 60% to pass each unit
- You can retake quizzes if needed
- All assessments are online
Upon successful completion, you will receive:
- A digital certificate
- Option to request a physical certificate
- Transcript of completed units
- Certification is included in the course fee
We offer immediate access to our course materials through our open enrollment system. This means:
- The course starts as soon as you pay course fee, instantly
- No waiting periods or fixed start dates
- Instant access to all course materials upon payment
- Flexibility to begin at your convenience
This self-paced approach allows you to begin your professional development journey immediately, fitting your learning around your existing commitments.
Our course is designed as a comprehensive self-study program that offers:
- Structured learning materials accessible 24/7
- Comprehensive course content for self-paced study
- Flexible learning schedule to fit your lifestyle
- Access to all necessary resources and materials
This self-directed learning approach allows you to progress at your own pace, making it ideal for busy professionals who need flexibility in their learning schedule. While there are no live classes or practical sessions, the course materials are designed to provide a thorough understanding of the subject matter through self-study.
This course provides knowledge and understanding in the subject area, which can be valuable for:
- Enhancing your understanding of the field
- Adding to your professional development portfolio
- Demonstrating your commitment to learning
- Building foundational knowledge in the subject
- Supporting your existing career path
Please note that while this course provides valuable knowledge, it does not guarantee specific career outcomes or job placements. The value of the course will depend on how you apply the knowledge gained in your professional context.
This program is designed to provide valuable insight and information that can be directly applied to your job role. However, it is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. Additionally, it should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/body.
What you will gain from this course:
- Knowledge and understanding of the subject matter
- A certificate of completion to showcase your commitment to learning
Self-paced learning experience
- Access to comprehensive course materials
- Understanding of key concepts and principles in the field
While this course provides valuable learning opportunities, it should be viewed as complementary to, rather than a replacement for, formal academic qualifications.
Our course offers a focused learning experience with:
- Comprehensive course materials covering essential topics
- Flexible learning schedule to fit your needs
- Self-paced learning environment
- Access to course content for the duration of your enrollment
- Certificate of completion upon finishing the course
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Disclaimer: This certificate is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. This programme is structured for professional enrichment and is offered independently of any formal accreditation framework.