Events

Upcoming events and training

Member of the CPD Certification Service

CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice
6 September 2022
Event
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on how you can deliver this new and important client service...
TRANSFORMATIVE FUNDRAISING Bridging the gap between the fundraising and professional advice communities
8 September 2022
Event
Bridging the gap between the fundraising and professional advisory communities can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the...
Maximising impact/ESG investment client satisfaction - addressing suitability issues
15 September 2022
Event
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, putting you in a better position to fulfil your clients’ needs, while...
CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice in Partnership with Guernsey Finance
21 September 2022
Event
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on how you can deliver this new and important client service...
Maximising impact/ESG investment client satisfaction - addressing suitability issues in Partnership with Guernsey Finance
22 September 2022
Event
The trend towards ESG/impact investment is placing suitability issues at the heart of advisor/client conversations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances...

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