CAP Press Release
NEWS RELEASE: CAP® DESIGNATION
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®,
EARNS CHARTERED ADVISOR IN PHILANTHROPY® DESIGNATION
Alexandria, VA June 2011 – Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, President, Comprehensive Benefit Services, Inc. has earned the Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. The CAP® program provides professionals in the nonprofit and financial services fields that work with individuals and families in the development and implementation of philanthropic programs with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals.
Candidates for CAP® designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of supervised written examinations. The curriculum addresses issues of advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Over 350 individuals have been awarded the CAP® designation since its inception in 2003.
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, is President of Comprehensive Benefit Services, Inc. He has been in the insurance, employee benefit, investment and financial services field since 1979 and he is a graduate of Morehouse College. He is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors and the District of Columbia Association of Insurance and Financial Advisors. He is a Life and Qualifying Member of the Million Dollar Round Table with four Court of the Table qualifications based on production. He is a Series 7 Registered Representative with LPL Financial. He was featured in the April 2006 issue of Life Insurance Selling and in September of 2006 he was elected to the Board of Directors of the National African American Insurance Association. In January 2009 he became a member of the Board of Trustees of The American College. In January 2009 he also became the Chair of the Employee Benefits Section for the Society of Financial Services Professionals. He is married and has 3 daughters. He has served on the Board of Advisors of his church, is an accomplished bass guitar player and also directs a 20-piece church orchestra.
The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a non-profit educational institution holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit www.theAmericanCollege.edu
Securities offered through LPL Financial, Member FINRA/SIPC