CPD training in Zurich: Changing Times - How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice

A course designed specifically for professional advisers to (U)HNWI (Private Client, Wealth Management, IFA’s, Tax, And Legal Advisers) Please note that this training course can only be booked by contacting Cecilia Hersler on email: cecilia.hersler@philanthropy-impact.org

CPD training in Zurich: Changing Times - How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice

Event details
Location and contact details for this event.
Event type: 
Training
Date: 
6 Sep 2019 - 8:30am to 12:00pm
Venue address: 
Pestalozzi Attorneys at Law Ltd, Loewenstrasse 1, CH-8001 Zurich, Switzerland
Organisation: 
Philanthropy Impact
Telephone: 
02074077879

 

Please note that this training course can
only be booked by contacting Cecilia Hersler
 

Changing Times

(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers to address their values-based economic and social goals. Driven by millennials and women with wealth, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms.

 
Philanthropy Impact’s evidence-based research (supported by Scorpio Partnership, CAF and other research) demonstrates:
 
  •  Philanthropy and social impact investment goals are a key driver for many (U)HNW clients’ when managing their personal wealth
  • Clients want more/better philanthropy advice, with guidance from their advisers
  • Advisers can display their commitment to support clients on issues that they care about, bringing more depth to the client/adviser relationship.
Learning Areas
 
By attending this half-day intensive workshop, advisers will gain an understanding of the commercial proposition for providing this service to their clients, develop their philanthropy and social impact investment knowledge, plus learn practical skills to better support clients’ expectations and needs. The session is highly interactive and gives advisers an opportunity to understand how philanthropy can incorporated in to their advisory practice.
 
 
 
Trainers: Heiko Specking, Founder, specking+partners & John Pepin, CEO, Philanthropy Impact 
 
Speakers: to be confirmed
 
CPD: 180 minutes (3 hours) self-certified CPD points
 
Registration: by 2 September (limited to 12 advisers). Register by sending an email to registration@philanthropy-impact.org or cecilia.hersler@philanthropy-impact.org
 

 Cost: CHF 450 (includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”)

Discounts for Philanthropy Impact partners: Corporate Standard 10%, Corporate Premium 20%; Individual members 10%
 
 
 

Cancellations received in writing 5 working days prior to the event will receive a full refund. It is regretted that cancellations made after this time will not receive a refund. 

 

Philanthropy impact would like to thank Pestalozzi Attorneys at Law Ltd for generously hosting this training course 

 

Event registration
Registration: 
registration@philanthropy-impact.org