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Daylight: Impact Philanthropy Advisor Certification

The flagship 20-week certification program for wealth and philanthropic advisors

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The Certified Impact Philanthropy Advisor (IPA) program is Daylight’s flagship credential, built for wealth and philanthropic advisors ready to go deep on the technical, relational, and practical skills needed to serve today’s philanthropic clients. Delivered over 20 weeks through self-directed learning and facilitated group sessions, it covers 12 modules and provides up to 16 CE credit hours.

Graduates earn a recognized credential and gain immediate access to the Impact Advisors Network — the fastest-growing community of practitioners in the field. The program is CE-eligible for CFP®, CAP®, CFRE, CPWA®, CIMA®, and RMA® designations. It’s designed for professionals across wealth management, gift planning, law, accounting, and grantmaking who want to elevate their philanthropic planning practice.

Outcomes

  • Build technical skills in philanthropic planning
  • Earn up to 16 CE credit hours across major designations
  • Join a credentialed community of field practitioners
  • Confidently support clients’ philanthropic goals

What's included?

  • 12-Module Program

    A rigorous blend of self-directed learning and facilitated dialogue covering relational, technical, and practical philanthropic advising skills over 20 weeks.

  • Continuing Education

    16 hours of eligible CE credits for CFP®, CAP®, CFRE, CPWA®, CIMA®, RMA®, and CSPGCM designations.

  • Impact Advisors Network Access

    One year of complimentary access to the Impact Advisors Network, the professional community for Daylight graduates.

  • Expert Faculty

    Instruction from over 15 active practitioners representing diverse expertise across the philanthropic advising sector.

Who is this for?

  • Client-facing wealth advisors seeking to expand their philanthropic planning expertise
  • Gift planners and development professionals pursuing advanced credential training
  • Business development roles at wealth management firms, family offices, and DAF sponsors
  • Associates and specialists interested in social change and impact-focused advising

About the creator

Dien Yuen picture

Dien Yuen

CEO of Daylight | Philanthropic Advising Educator & CGP Hall of Fame Inductee

I’ve spent the last two decades at the intersection of wealth management and philanthropy, working to build a field that takes advising seriously. Before founding Daylight, I established the Center for Philanthropy and Social Impact at The American C...

Daylight: Impact Philanthropy Advisor Certification | Circle Discover