Philanthropy ImpactTraining

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ELEARNING

Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Module

This eLearning module is designed to help private client professional wealth managers and advisors understand the importance of supporting clients on their philanthropic and values-driven journeys. See below ‘Learning outcomes & benefits to your organisation’.

This comprehensive online learning experience provides advisors with essential knowledge about aligning wealth with values, equipping them with a solid understanding of the key principles of impact investing and philanthropy to better guide their clients.

After completing the eLearning module, participants have the option to join in-person sessions. These session focus on practical applications, offering an in-depth exploration of how to implement the concepts covered in the module. 

Details can be found on the 'Training for Professional Advisors' Page

Our client-centric training prepares advisors to lead with empathy and expertise, making them the essential first call for clients pursuing meaningful, values-aligned financial journeys. 

Discounts available for Philanthropy Impact Members.

Course Overview

Duration: Four 20-minute sessions totalling at least 80 minutes, with a maximum of 6 CPD points.

Content:

    • Module 1: Introduction to Philanthropy and Impact Investing
      Gain the drivers of change to a values-based approach – client demand and managing risk related to regulatory issues.
    • Module 2: Impact Investing and Regulatory Issues
      Learn practical methodologies for integrating client values into investment portfolios.
    • Module 3: Philanthropy Support
      Explore how to support clients' philanthropic strategies and understand necessary tax considerations.
    • Module 4: Becoming a Trusted Advisor
      Focus on developing trusted relationships and guiding clients toward meaningful financial decisions.
Download training file for more details

Learning outcomes & benefits to your organisation

  1. EMPOWER YOUR CLIENT RELATIONSHIPS
    • Engage Meaningfully: Learn to align your clients' financial strategies with their values, motivations, and aspirations.
    • Become the First Call: Position yourself as a trusted advisor, deepening relationships and fostering unparalleled loyalty.
  2. UNLOCK COMMERCIAL OPPORTUNITIES
    • Boost Your Business: Advisors offering philanthropy and impact investing services achieve up to 6x higher assets, 3x organic growth, and 1.3x new money compared to peers.
    • Expand Your Expertise: Stay ahead of market trends and meet the needs of next-gen wealth holders, including Millennials, Gen Z, and women of wealth.
  3. MASTER THE REGULATORY LANDSCAPE – MANAGING RISK
    • Gain confidence in addressing Consumer Duty compliance, managing Sustainability Development Disclosures, and tackling complex suitability discussions with clients.
  4. FLEXIBLE, ACCESSIBLE LEARNING
    • Access the modules online at your convenience, balancing
    professional growth with your schedule. Engage at your pace to ensure mastery of the material.
    • 6 CPD Points: Complete 4 modules over minimum 80 minutes.

Why take this course?

THIS PROGRAMME IS NOT JUST ABOUT
KNOWLEDGE — IT IS ABOUT ACTION.

Our recent research looked at changes in the ways the new generation of wealth holders are approaching their wealth and the implications for private client professional advisors. The findings include:

1. The world is changing and with it the needs and expectations of (U)HNW wealth holders.

2. Younger generation wealth holders (GEN Z, Millennials and Women of Wealth) are increasingly seeking to align their wealth with their values.

3. They expect their professional advisors to provide professional support in numerous, increasingly complex areas related to responsible investing and philanthropy.

By embracing this training, you will inspire transformative change, both for your clients and your practice.

COURSE REGISTRATION

Register for the course here: