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

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 (private client advisors, wealth management, private banking, financial advisors, tax and legal sectors) – 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.

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: 
25 Oct 2022 - 2:00pm to 5:00pm
Venue address: 
Zoom
Organisation: 
Philanthropy Impact
Telephone: 
+447403727806

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 Certified 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 Certified and CISI Endorsed training and develop the skills that matter most.

download our course one-pager here

Event registration
Event cost: 
For non-members of either IFW, 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