Philanthropy ImpactTraining

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IN-HOUSE BESPOKE TRAINING

Personalised to your firms needs

(U)HNWs’ private clients’ needs are changing.  Research demonstrates they want more comprehensive and personalised support from their professional advisors to address their values-based financial and social goals.  Driven by GEN Z, millennials and women with wealth, the growing demand for philanthropy and impact investment advice and support provides increased opportunities for professional advisory firms. 

Philanthropy Impact’s interactive training is designed for professional advisors to (U)HNWI (Private Client, Wealth Management, Tax, And Legal Advisors) committed to meet emerging and growing client demand for philanthropy, social investment and impact investment advice on matters related to their philanthropic and impact investment journey.

Why take this course?

The course is a personalised and customised approach to meet to a firm’s, an advisors’ and client needs. 

By bringing the training programme in-house, your team will have the opportunity to learn in a familiar environment and interact with colleagues in a way that is conducive to effective learning.  Also the training can be highly tailored to fit the products and services you currently offer so making it applicable to your firm. 

But even a proven framework will not help your firm fulfil these goals, if the new skills do not stick. That is why the training will give your advisors the confidence, tools and support they need to talk with their clients about their values, motivations and ambitions, moving beyond the current approach to suitability discussions to include philanthropy and impact investment. 

Learning Outcomes

The bespoke in-house training for the advisor team would: 

  • Allow for tailored training to reflect a firm’s needs helping them to achieve their business outcomes more efficiently and effectively. 
  • Demonstrate the firm is upskilling the workforce in values based conversations, specific to discussing with clients their values, motivations, ambitions, and goals via a lens of wealth strategies designed to meet changing client needs. 
  • Equip a team with the necessary skills to engage in these types of conversations with colleagues, clients and other stakeholders confidently and to create, as appropriate, a culture shift within the firm from the ground up, achieving buy-in. 
  • Support the firm’s and advisors approach to customer centricity, client support and consumer understanding. 

COURSE REGISTRATION

For more information, please feel free to reach out to a member of our team.