CAP® Study Group Program
The Chartered Advisor in Philanthropy (CAP®) Study Group Program is a collaborative forum that brings professional advisors and nonprofit leaders together to learn about charitable planning and build lasting professional networks. For 10+ years, this peer-learning experience has empowered participants to be more connected to philanthropic resources to help their clients’ giving.
Communities Foundation of Texas and The Dallas Foundation administer the program in North Texas, equipping financial planners, CPAs, estate attorneys, insurance professionals, nonprofit development, and gift planners with philanthropic planning concepts while honing their listening skills and building a strong network throughout the region.
2025 CAP® Study Group Details:
The seven-month study group program will run from February 10, 2025 to August 18, 2025 (with a break for the month of July). It will support candidates who are enrolled in the graduate-level CAP® program offered by The American College of Financial Services. There are no fees to join the study group and enrollment is limited.
2025 CAP® STUDY GROUP DATES:
Meeting Time: Mondays, 4:00 – 5:30 p.m.
CAPpy Hours are February 10 and August 18.
LOCATIONS:
- COURSES 1 AND 3:
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, Texas 75225 - COURSES 2:
Merrill Lynch
5910 N. Central Expwy. Suite 2000
Dallas, Texas 75206
2025 CAP® Moderators
Registration information
Through the end of 2025, the for-profit rate for the 2025 CAP® Program Package is $4,495 and the nonprofit rate is $3,695.
There is no cost for the CAP® Study Group.
A limited number of $500 scholarships may be available to both for-profit and nonprofit individuals who are paying for the CAP® program directly themselves. These opportunities can be found here.
- Register for the CAP Program with The American College using their Enrollment Guide
- Register for the North Texas CAP Study Group. Once you’ve registered for the course with the college, also register here for the North Texas Study Group.
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We can help broaden and differentiate your services, so you can strengthen your client relationships.