Please note registration for this session is not guaranteed.
If you are accepted on the course you will receive a confirmation email from Zofia Sochanik
(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.
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.
CPD: 180 minutes (3 hours) self-certified CPD points
Trainers: Heiko Specking, Founder, specking+partners & John Pepin, CEO, Philanthropy Impact
SPECIAL PRICE: £315 (includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”) (Normal price £450 per delegate)
Discounts for Philanthropy Impact partners: Corporate Standard 10%, Corporate Premium 20%; Individual members 10%
Discounts available for PIMFA members
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