Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management

Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management

This comprehensive online learning experience provides advisors with essential knowledge about aligning wealth with values, equipping them with a solid understanding of the key principles of impact investing and philanthropy to better guide their clients. 

The course comprises 4 modules. Complete the minimum of 80 minutes for up to 6 CPD points.

To claim the full 6 CPD points:

1. Complete all 4 modules.
2. Engage with all associated content for each module, including supplementary materials and activities as required.

Modules:

1. Philanthropy and Impact Investing

This part of the eLearning program is designed to help you develop a deeper understanding of sustainability and, impact investing strategies, equipping you with the knowledge and skills to better serve your clients and grow your business. 

2. Impact Investing: Aligning Client Values with Investment Goals

This part of the eLearning program is designed to help you develop a deeper understanding of sustainability and, impact investing strategies, equipping you with the knowledge and skills to better serve your clients and grow your business. 

3. Supporting Clients on Their Philanthropic Journey

In this module we will learn more about philanthropy and the essential information you need to know to support your clients on their donor journey.

4. Becoming a Trusted Advisor in Wealth Management

In this module we will explore how you can deepen relationships with your clients by aligning their wealth with their values through philanthropy and impact investing.

Explore the course taster HERE.