Professional Advisors Supporting Clients on their Philanthropic and Social Investment Journey

Training Course • Philanthropy Impact

About the CPD course

(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 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 Impacts 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 and social investment advice on matters related to their philanthropic and social investment journey.

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Philanthropy Impact

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Philanthropy Impact

We work with advisors, philanthropists, charities and governments to develop greater expertise, awareness and impact in philanthropic action. We provide resources, bespoke events and platforms to support the development of the philanthropy sector.