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

CPD training: 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 Zofia Sochanik at Zofia.sochanik@philanthropy-impact.org

CPD training: 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: 
27 Nov 2019 - 8:30am to 12:00pm
Venue address: 
Maurice Turnor Gardner LLP, 15th Floor, Milton House, Milton Street, London, EC2Y 9BH
Organisation: 
Philanthropy Impact
Telephone: 
02074077879
 
 
Please note that this training course can
only be booked by contacting Zofia Sochanik
 
 
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 
 
Others to be confirmed
 
Registration: by  November (limited to 12 advisers).Register by sending an email to registration@philanthropy-impact.org or Zofia.sochanik@philanthropy-impact.org
 

Cost: £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%
 
Discount for PIMFA members: £405
 
 

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. 

Supporting partner

 

Event registration
Event cost: 
£450, Discounts available for Philanthropy Impact partners and PIMFA members
Registration: 
registration@philanthropy-impact.org
Suitable for: 
Professional Advisers to (U)HNWI