Gulf Coast's Inaugural CAP® Study Group

Gulf Coast is facilitating its first ever study group for professional advisors working to earn their Chartered Advisor in Philanthropy (CAP®) designation. Participants in the Gulf Coast CAP® Study Group have the advantage of learning within a small cohort of professional advisors who advise clients around wealth from various disciplines. The cohort will consist of a mix of participants including attorneys, wealth managers, accountants, financial planners, trust officers, and nonprofit professionals who practice throughout the region. To enrich the curriculum, the Gulf Coast CAP® Study Group is invited to participate in exclusive, behind-the-scenes opportunities in the nonprofit community, as well as learn from guest presenters which include local philanthropists, subject matter experts, and other special guests.

Questions? Please reach out to Kristin Taylor.