PIMFA
- This event has passed.
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 (private client advisors, wealth management, private banking, financial advisors, tax and legal sectors) – 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.
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on how you can deliver this new and important client service.
This course will allow you to bring greater depth to your relationships by displaying your commitment to support clients on the causes they care about, become a confident practitioner in the field of philanthropy, understand how philanthropy can be incorporated into your advisory practice, help your clients live their values and achieve their goals whilst allowing you to acquire the knowledge, skills, and tools to leverage best practice and become a pioneer in this emerging field.
This is coupled with receiving 3 CPD points and a free copy of the Philanthropy Impact online handbook–your go-to resource for delivering an effective philanthropy advice service.
TESTIMONIALS:
‘The trainer’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
Sign up today and join us on our CPD accredited and CISI Endorsed training and develop the skills that matter most.
Organisation: Philanthropy Impact
Telephone: +44 (0) 7403 727 806
Email: brighton.mazwi@philanthropy-impact.org
