Events

Upcoming events and training

Member of the CPD Certification Service

5 July 2022
Event
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...
12 July 2022
Event
Our research reveals that ultra high net worth individuals give 17 times more when supported by their professional advisors on their donor journey, and yet a gap exists between the...
18 July 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...
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