We're excited to launch Philanthropy Impact's new course - Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management!

For a taster of the course, click here.

And to register, click here.

Here is Philanthropy Impact's Press Release:

[London 23 January 2025] – 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:

• Introduction to Philanthropy and Impact Investing: Advisors will gain a foundational understanding of key concepts and strategies that support clients' philanthropic and impact investment goals.

• Aligning Client Values with Investment Goals: The course dives into practical methodologies for integrating client values into investment portfolios, emphasizing ethics and responsibility.

• Supporting Clients on Their Philanthropic Journey: Participants will learn how to effectively support clients' philanthropic activities, from strategy development to tax considerations.

• 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.

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 our website to explore the full course details.

ENDS

About Philanthropy Impact

Philanthropy Impact is a capacity-building non-profit organisation at the intersection between philanthropy, social investment, ESG, and impact investment.  Our mission is to increase the flow of capital for good. 

We are a membership network creating opportunities to increase and improve and impact/ESG investing, social investment, and philanthropy; as well as providing opportunities for professional advisors across the spectrum of capital to network with other advisors building relationships and creating opportunities to work together to gain referrals and to achieve growth. 

We achieve this by building the will and capacity of professional advisors (private client advisors, wealth management, private banking, tax, and legal sectors) to support their (U)HNW private clients on their philanthropic and impact investment journey.

Our means for realising our vision include thought leadership and sharing intelligence, events, CPD Certified CISI Endorsed training, 23 Impact, bespoke networking opportunities, campaigning, publications including a magazine, and resources for advisors and other stakeholders.

Our stakeholders also include philanthropists, impact investors, trusts and foundations, and charities and social enterprises.

Discover our brand-new website: Philanthropy Impact (philanthropy-impact.org)

Contact:

For more information please contact

John Pepin

CEO, Philanthropy Impact

E: john.pepin@philanthropy-impact.org

M: +44 (0) 7803 051674