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

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

Self-certified 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: 
25 Mar 2021 - 9:00am to 12:00pm
Venue address: 
Webinar
Organisation: 
Philanthropy Impact
Telephone: 
02074077879
 
 
 
 
 
 
 
Please note registration for this session is not guaranteed. 
If you are accepted on the course you will receive a confirmation email from 
Victoria Shaw
 
 
 
Changing Times
(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisors 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 advisors
  • Advisers can display their commitment to support clients on issues that they care about, bringing more depth to the client/advisor 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 
 
Registration: by 23 March (limited to 12 advisers).Register by sending an email to registration@philanthropy-impact.org or victoria.shaw@philanthropy-impact.org
 

Cost: £315 (includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisors”)

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

 

Supporting partner

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. Terms and conditions

 

 

 

 

Event registration
Event cost: 
£315, Discounts available for Philanthropy Impact partners and members
Registration: 
victoria.shaw@philanthropy-impact.org
Suitable for: 
Professional Advisers to (U)HNWI

This event is tagged under

  • City Philanthropy
  • Family philanthropy
  • History of philanthropy
  • Impact measurement
  • Next generation philanthropy
  • Philanthropy Advice
  • Philanthropy stats & trends
  • Promoting philanthropy
  • Social investment
  • Understanding philanthropy
  • Venture philanthropy