TRAINING OVERVIEW
We offer a range of different training courses, designed to enhance your skills and support your professional development.
Browse the list and find the one that best suits you and your needs.
For Professional Advisors
eLearning
Philanthropy Impact's eLearning module ‘Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management’ is designed to help professional advisors understand the importance of supporting clients on their values based impact investing and philanthropic journey. Try the free taster today.
In-person
Our in-person training is designed specifically for professional advisors to (U)HNW private clients to expand their expertise in the dynamic fields of impact investing and philanthropic advising and to make them aware of major drivers for providing this support to clients – to meet:
- The growing client demand from GEN Z, millennials and women of wealth
- Regulatory issues (having values based discussions with clients to manage risks associated with Consumer Duty and customer centricity)
In-house tailored training
Philanthropy Impact’s in-house bespoke training is designed to:
- Reflect a firm’s needs, helping and services currently offered so making it applicable them to achieve their business outcomes more efficiently
- Effectively fit the products to a firm
It creates an opportunity to learn in a familiar environment and interact with colleagues in a way that is conducive to effective learning. Training can be highly tailored to a clients needs.
For High Value Major Donor Fundraisers
The purpose of the training for High ValueMajor Donor Fundraisers is to inform and educate fundraisers who work with (U)HNWI, to understand the role of private client professional advisors (private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors, and family offices) to (U)HNWI; and how to strengthen professional relationships that will transform their fundraising.
