PIMFA
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Changing Times
(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers to address their values-based economic and social goals. Driven by millennials and women with wealth, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms.
Philanthropy Impact’s evidence-based research (supported by Scorpio Partnership, CAF and other research) demonstrates:
• Philanthropy and social impact investment goals are a key driver for many (U)HNW clients’ when managing their personal wealth
• Clients want more/better philanthropy advice, with guidance from their advisers
• Advisers can display their commitment to support clients on issues that they care about, bringing more depth to the client/adviser relationship.
Learning Areas
By attending this half-day intensive workshop, advisers will gain an understanding of the commercial proposition for providing this service to their clients, develop their philanthropy and social impact investment knowledge, plus learn practical skills to better support clients’ expectations and needs. The session is highly interactive and gives advisers an opportunity to understand how philanthropy can incorporated in to their advisory practice.
Key learning and outcomes
• Emergence of Philanthropy and Social Investment advice across the world
• What is Philanthropy and Social Investment
• Risk Management and defining Impact
• Strategic support and the 23 distinct services of philanthropy and social investment advice
• Access to getting ready for the changing times: The Handbook
What others have said:
‘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 Adviser
‘The course gave me and my colleagues’ confidence to have conversation about philanthropy and how to fit it in when talking about tax and structures’
Tax Adviser, 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 Adviser, UK Law Firm
Register by sending an email to registration@philanthropy-impact.org or zofia.sochanik@philanthropy-impact.org
Normal Cost: £450 (includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”)
Discounted price for PIMFA members: £315 (30% off if booked before 23 Feb 2020)
Discounted price for multiple delegates from one firm: Per delegate 5% on your normal rate
