Philanthropy Impact Announces the Launch of a new learning course
Philanthropy Impact proudly announces the launch of its latest learning tool, “Purpose Driven Advising – Mastering Impact and Value-based Wealth Management.”
This innovative learning module is designed specifically for professional advisors eager to expand their expertise in the dynamic impact investing and philanthropic fields.
As global interest in sustainable and value-driven investments grows, the demand for knowledgeable advisors in these areas has never been greater.
This comprehensive four-part eLearning series empowers advisors with the knowledge and resources to navigate the complexities of philanthropy and impact investing, fostering sustainability and aligning financial strategies with their clients’ values.
Course Highlights and Key Features:
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.
Aligning Client Values with Investment Goals: The course dives into practical methodologies for integrating client values into investment portfolios, emphasizing ethics and responsibility. 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.
Supporting Clients on Their Philanthropic Journey: Participants will learn how to effectively support clients’ philanthropic activities, from strategy development to tax considerations.
This CPD Certified and CISI Endorsed programme is not just about imparting knowledge; it’s about inspiring advisors to initiate impactful conversations and actions that resonate with client values and aspirations.
The course is accessible online, allowing participants to engage at their own pace and convenience. Additionally, an informative teaser is available to generate interest and provide a glimpse into the valuable insights offered in the training.
Click here to watch the taster, or visit the website to explore the full course details.
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