The Other CAPP

A Different Approach to Wealth Management

Many of my professional colleagues have been pursuing (or have received already) the CAP designation. CAP, meaning Chartered Advisor in Philanthropy. Currently it represents the pinnacle of achievement for advisors who want to better present philanthropic opportunities for their clients and for charitable professionals to gain a higher level of understanding of the many charitable gifts with which they can help their donors.

I have made a personal decision to pursue a different CAPP as an approach to wealth management. That is, the Certificate is Applied Positive Psychology. Based on the groundbreaking work of Dr. Martin Seligman Director of the Penn Positive Psychology Center and Zellerbach Family Professor of Psychology in the Penn Department of Psychology. The mission of the Positive Psychology Center is to promote research, training, education, and the dissemination of Positive Psychology. Positive Psychology is the scientific study of the strengths that enable individuals and communities to thrive.

Positive Psychology has three pillars: positive experiences, positive individual traits, and positive institutions. Understanding positive emotions entails the study of contentment with the past, happiness in the present, and hope for the future. Understanding positive individual traits involves the study of strengths, such as the capacity for love and work, courage, compassion, resilience, creativity, curiosity, integrity, self-knowledge, moderation, self-control, and wisdom. Understanding positive institutions entails the study of the strengths that foster better communities, such as justice, responsibility, civility, parenting, nurturance, work ethic, leadership, teamwork, purpose, and tolerance.


Much of what is written above is taken directly from Dr. Seligman and the Penn website. While it is not my intent to ever become a Positive Psych practitioner, much of my work and interaction involves wealthy families and individuals who are both unhappy and suffer from poor communication. If I can utilize any of the teachings to help families get unstuck, communicate better, and be happier, this coursework will be worth every penny I spend. While I’m sure most of the benefits of this new training will make my life, and hopefully my family’s lives, better, I’m really looking forward to the benefit it may also bring to my work.


So, I’ll proudly display my CAPP designation, it will certainly be a different one from my professional colleagues.


Contact Two Hawks Consulting today to find out more about our approach to wealth management.


#approachtowealthmanagement #capdesignation #communication #thepsychologybehindclientrelationships

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