How to Become a Philanthropic Advisor

How to Become a Philanthropic Advisor

In today’s world, it’s important to give back to make the world a better place. For those who are able to indulge their philanthropic interests, the opportunity to help others with a variety of endeavors is a dream come true. However, with so many possibilities as to how that help can be given, utilizing the services of a philanthropic adviser may be a smart decision. If you’ve always wanted to put your financial skills to work helping wealthy individuals make the world a better place to live, here are the steps you’ll need to take to become a philanthropic advisor.

Master’s Degree in Finance

To become a philanthropic advisor, you’ll need to have a thorough educational background in finance. To accomplish this, most advisors have on their resume a Master’s Degree in Finance or Financial Services. Since this degree encompasses learning about international finance, investments, and other related areas, it’s a necessary first step on this career path.

Chartered Philanthropy Advisor

Once you’ve obtained your Master’s Degree in Finance or Financial Services, the next step is passing the exam to become a Chartered Philanthropy Advisor. A self-study course consisting of graduate-level courses in finance, business administration, accounting, and other related areas, this designation can be gained by studying entirely online over a 15-week period. Built around interactive online study groups, students meet once per week to complete course work, discuss case studies, and complete group projects. Once the 15-week period is finished, students can take the exam and obtain the CAP designation. And to make the opportunity even better, scholarships are available for this program through American College, making the cost little if nothing for most students.

What Will I Do as a Chartered Philanthropic Advisor?

Once you have your designation, there are many things you’ll be able to do to help those whose mission it is to help others realize their dreams or solve important problems. For example, you can spend time working with philanthropists to analyze how loans or social impact bonds can be used for philanthropic efforts. Along with this, you can get to know your client’s values and goals, then conduct research on opportunities for giving that match their aspirations. By making the giving process enjoyable, satisfying, and rewarding for your client, you’ll be well on your way to showing your client how a Chartered Philanthropic Advisor can help them make a difference in today’s world.

Daniel Palmier is a leading Boston CEO, Real Estate Investment Manager, and Founder of UC Funds.


About Dan Palmier

The founder and CEO of UC Funding, LLC, a real estate financing company focused on asset management, underwriting, and loan structuring, Dan Palmier maintains affiliation with the Commercial Mortgage Securities Association and the National Multi-Housing Council.
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