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TRAINING FOR PROFESSIONAL ADVISORS

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

Philanthropy Impact’s highly interactive training course is designed to equip professional advisors with the knowledge and confidence to engage clients in values-based discussions.

The first step of the learning journey for Professional Advisors comprises of 4 eLearning modules, equipping you with the groundwork for purpose driven advising (complete minimum 80 minutes, 6 CPD).

The next step is to attend the in-person 2-hour session (2 CPD), to apply your knowledge in a practical setting supported by our expert trainers.

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

ELEARNING

This comprehensive four-part eLearning series equips advisors with the tools and insights needed to guide their clients through the complexities of philanthropy and impact investing, enhancing sustainability outcomes and aligning financial strategies with a client’s personal values.

The content for the 4X20 minute online sessions:

  • Part 1: The Context- Introduction to Philanthropy and Impact Investing.
    • Advisors will gain a foundational understanding of key concepts and strategies that support clients' philanthropic and impact investment goals.
    • They will learn about the drivers of change impacting on professional advisors.
  • Part 2- What is impact investing and regulatory issues Aligning Client Values with Investment Goals.
    • The course dives into practical methodologies for integrating client values into investment portfolios, emphasising ethics and responsibility.
  • Part 3- Philanthropy and supporting clients on their philanthropic journey and the 23 services needed on this journey.
    • Participants will learn how to effectively support clients' philanthropic activities, from strategy development to tax considerations.
  • Part 4- Becoming a Trusted Advisor in Wealth Management.
    • The final module focuses on advisors as trusted professionals capable of guiding clients to make meaningful financial decisions that reflect their personal and societal goals.

IN-PERSON

Apply the groundwork knowledge in a group setting supported by our expert trainers.

This two hour in-person course delves into the intricacies of purpose driven advising, combining knowledge sharing elements with practical exercises.

Build your personalised approach to purpose-driven advising with the help of our expert trainers and speakers. Take advantage of the group setting to gather confidential feedback from your peers. 

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Learning Outcomes

  • Understand- how to meet changing client demand for support on their impact investing and philanthropy journey
  • Identify- the commercial opportunities and the benefits to your firm from supporting your clients' philanthropy and impact goals
  • Strengthen- your ability to engage in values-based discussions with current and future clients about their sustainability, impact and philanthropic goals
  • Learn- why impact investing and philanthropy are essential tools in your sustainability toolkit and managing risks related to regulatory issues
  • Recognise- where this sits within your work and your organisations activities and how to get internal buy-in

Why attend this course?

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.

This training course equips you with the knowledge to address evolving client expectations. 

DON’T MISS THIS OPPORTUNITY TO
REDEFINE YOUR APPROACH AND LEAD THE WAY IN PURPOSE-DRIVEN ADVISING.

COURSE REGISTRATION

REGISTER NOW TO START YOUR LEARNING JOURNEY TODAY