Events

Upcoming events and training

Member of the CPD Certification Service

CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice
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...
TRANSFORMATIVE FUNDRAISING Bridging the gap between the fundraising and professional advice communities
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...
Maximising impact/ESG investment client satisfaction - addressing suitability issues in partnership with The IA
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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