Training Course for Advisers

Providing Philanthropy and Social Investment Advice

Interactive workshops that provide you with the skills and knowledge to develop your service offering. We cover evidence based commercial opportunities focused on:

Market trends to position organisations at the forefront of social, political, and economic thinking.
Solutions and skills to enhance conversations with clients on social impact investing and philanthropic giving for maximum clientretention.
Understanding market trends on sustainable investing and how to structure the suitability conversation.