CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice
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.
This course will allow you to bring greater depth to your relationships by displaying your commitment to support clients on the causes they care about, become a confident practitioner in the field of philanthropy, understand how philanthropy can be incorporated into your advisory practice, help your clients live their values and achieve their goals whilst allowing you to 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.