CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice

The world is changing, and the professional advice industry must change with it.

CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice

Event details
Location and contact details for this event.
Event type: 
Training
Date: 
5 Jul 2022 - 9:00am to 12:00pm
Venue address: 
Zoom
Organisation: 
Philanthropy Impact
Telephone: 
+447403727806

The shifting values of next generation investors are driving a greater need for a new kind of wealth management. They want more and better philanthropy advice and guidance from their advisors – but the professional advice community receives low ratings for this aspect of their service (average 5.9 out of 10). This training course focuses on what a 10 out of 10 rating should look like and prepares you to deliver this new and important part of your service.

In this training you will learn to bring greater depth to your relationships by displaying your commitment to support clients on the causes they care about, understand how philanthropy can be incorporated into your advisory practice and acquire the knowledge, skills, and tools to leverage best practice and become a pioneer in this emerging field.

This is coupled with receiving 3 CPD points and a free copy of the Philanthropy Impact online handbook–your go-to resource for delivering an effective philanthropy advice service.

So sign up today and join us on our CPD accredited and CISI endorsed training and develop the skills that matter most.

Event registration
Event cost: 
For non-members of either Philanthropy Impact, PIMFA or CISI the training is £450. Members receive a discount of %10 and will pay £405.
Registration: 
Register TODAY!!!
Suitable for: 
private client advisors, wealth management, private banking, financial advisors, tax and legal sectors