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.
Philanthropy (and values-based conversation) is an amazingly strong tool for strengthening a relationship. C.Hoare & Co believe all their RM’s should have the ability to have these discussions with their customers. Knowing where to go if the conversation becomes deeper and beyond scope of general RM knowledge is a key part of a referral process with clients and this training has empowered our team.
RENNIE HOARE, Partner and Head of Philanthropy, C Hoare & Co. and Chair of Philanthropy Impact
This training course is intended for professional advisors such as: private client advisors, wealth management, private banking, financial advisors, tax and legal sectors with an interest in values based client centric solutions for (U)HNW clients.
The world is changing, and the professional advice industry must change with it. The shifting values of next generation investors are driving a greater need for a new kind of wealth management. They want more and better philanthropy advice and guidance from their advisors – but the professional advice community receives low ratings for this aspect of their service (average 5.9 out of 10). This training course focuses on what a 10 out of 10 rating should look like and prepares you to deliver this new and important part of your service.
CLICK HERE TO REGISTER YOUR INTEREST TODAY
Registering your interest allows us to speak to you about your training needs and ensure we are able to offer you the most impactful training session.
Total training hours: 3
Training type: online, CPD Certified and CISI and PIMFA endorsed.
Discounts are available for Philanthropy Impact, PIMFA, and CISI members.
The need for this training is driven by:
Listen to industry experts Darren Kelland, Head of Private Clients, Hawksford, Rebecca Cretney, Investment Counsellor, Nedbank Private Wealth; Mark Greer, Managing Director, Philanthropy Services, Charities Aid Foundation and Catherine de Maid, Partner, Burges Salmon, in our 30min Walk in my Shoes members series exploring the lifecycle of a private client - and how values and purpose can fit within this lifecycle.
UPCOMING TRAINING
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(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) on how 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 In-House Bespoke Training: The course is a personalised and customised approach to meet to a firm’s, an advisors’ and client needs.
The bespoke in-house training for the advisor team would:
By bringing the training programme in-house, your wealth management 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.
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Our research reveals that ultra-high-net-worth individuals give 17 times more when supported by their professional advisors on their donor journey.
And yet a gap exists between the fundraising and professional advice communities, with both parties suffering from a lack of information and knowledge about how the other operates. Bridging this gap can add significant additional value to your fundraising efforts.
Our highly interactive training session is designed to give you the knowledge and skills to strengthen your relationships with professional advisors, such as wealth managers, IFAs, tax advisors, and lawyers. In turn, this will help support their clients on the donor journey.
KEY LEARNING OUTCOMES
• Open the door to new commercial opportunities
• Improve your fundraising results
• Learn how working with professional advisors can
transform fundraising by changing the traditional view
of donors and how you can collaborate to support them
• Find out what philanthropists are looking for when
working with advisors
• Enhance your communications by understanding the
language of business cases
• Receive exclusive insights from guest speakers about
current industry dynamics and best practice
• Receive self-certified CPD points
UPCOMING TRAINING
Tuesday 5th November 2024
9am-12pm via Zoom
Humans are neither binary or rational; informed only by risk and return and at all times logical. Passions play a huge part in how we behave. Wealth and investment is also changing – we are entering a new paradigm where it is seen as a powerful tool to affect sustained and positive social change. Advisors need to embrace this and evolve to stay with the market and their clients.
AMY CLARKE, Co-Founder, Tribe Impact Capital LLP
(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) on how 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.
CLICK HERE TO REGISTER YOUR INTEREST TODAY
Registering your interest allows us to speak to you about your training needs and ensure we are able to offer you the most impactful training session.
Total training hours: 3
Training type: Modular, Online + Classroom, CPD Certified and CISI and PIMFA endorsed.
Discounts are available for Philanthropy Impact, PIMFA and CISI members.
The need for this training is driven by:
Listen to industry experts Keith MacDonald, Senior Adviser Wealth Management, EY, George King, Senior Wealth Manager, MASECO PW, James Lawson, Managing Partner and a Co-Founder, Tribe Impact Capital, Kate Elliot, Head of ethical, sustainable and impact research, Rathbone Greenbank, in our 30min Walk in my Shoes members series exploring Consumer Duty and Managing Risk: Assessing Client Preferences Through the Lens of customer support and customer understanding.
Continuing Professional Development (CPD) is of key importance to all types of practitioner in the private client advisory profession, and philanthropy and impact services are no exception to this. Undertaking CPD shows clients, future clients and future employers that you are committed to delivering a best in class service and developing your competencies; this has a powerful and positive effect on your business when it comes to enabling clients to make a positive impact with their wealth.
Philanthropy Impact is the leading the way in providing CPD certified and CISI endorsed training, to support professional advisors to (U)HNW private clients in developing their competency in advising on values and purpose driven wealth strategies, right across the spectrum of capital.
Whilst this training is not yet mandatory - our CPD certification has been endorsed by important industry trade associations such as CISI, and we are delivering it in partnership with PIMFA and The Investment Association. The growing client demand, and recent changes to FCA regulations around ESG, sustainability disclosure requirements and Consumer Duty mean that demand for our training is growing. Read about the research behind the training and testimonials from past delegates by scrolling down.
Listen to industry experts George King, Partner, MASECO Private Wealth, Stephanie Brobbey, Founder and Director, The Good Ancestor Movement, Pippa Garland, Partner, Charity and Social Business Partner, Russell Cooke and Lily Lewis, Founder and MD, The Procressi Initiative, in our 30min Walk in my Shoes members series episode exploring the changing client demands.
Philanthropy Impact’s (PI) own research continues to demonstrate a growing client demand for discussion about values and goals to be a standard part of any professional advisory practice driven by the needs of ‘next generation’ wealth holders and women of wealth.
Our most recent research with ‘Millennial’ wealth holders makes it clear that this is not a future problem firms are facing the time is now and firms need to take action. Philanthropy Impact’s research drives our membership and training service offering for firms to meet this client demand.
As a next gen woman of wealth seeking to engage in values aligned impact investing and philanthropy, the role of my advisors is absolutely essential to enable me to achieve my economic and social goals. As I inherited at a very young age and took on a lot of family responsibility when I was relatively inexperienced, my advisors were particularly important in helping me find my way; in managing the intergenerational transfer of wealth, and in aligning my values with my investing and philanthropic activities.
Natasha Mueller Impact Investor and Mental Health Advocate
Other recent industry research also reinforces Philanthropy Impact’s findings that there is an immediate need for a values-based purpose-driven wealth stewardship, and that to be customer-centric it is essential for private client advisors of all disciplines.
The Leading Edge report by Fidelity Charitable found that firms that offer charitable planning had 6X the median assets of those that do not offer charitable planning, 3X organic growth, and 1.3X new money; as well as higher net promotor scores, and higher trust levels.
And it's not just millennials or the 'next generation' - there is evidence that they are having a marked influence on their elders, the current wealth holders, as demonstrated in Campden Wealth's recent Investing for Global Good A Power for Good 2022 report which found that for older generations there is a growing demand for, and satisfaction in, impact investing and that investors are seeking better services from wealth advisors.
Put simply - it’s good for business, for you and your clients so join one of our CPD Certified, CISI Endorsed and PIMFA supported training sessions today.
Heiko’s passion for this is infectious, I gained new perspectives on giving philanthropy advice and met others in the field. Thanks so much for your valuable input at the course. It really was hugely interesting and enjoyable - a rarity in many training courses!
Wealth Adviser, UK Private bank
The description of the impact continuum and how it relates to different clients was very helpful and I have used it with clients a lot since the training.
Private Client Financial Advisor
The course gave me and my colleagues confidence to have conversations about philanthropy and how to fit it in when talking about tax and structures.
Tax Advisor, Global tax firm
The course content has increased my knowledge and understanding of the client’s changing needs around philanthropy and social investment, and how I can serve them better.
Private Client Advisor, UK Law Firm