Course

Purpose-Driven Advising - Mastering Impact & Philanthopic Investing

Time limit: 90 days

£99 Enrol

Full course description

Purpose-Driven Advising - Mastering Impact and Philanthropic Investing

The course comprises 4 modules:

  1. Philanthropy and Impact Investing
  2. Impact Investing: Aligning Client Values with Investment Goals
  3. Supporting Clients on Their Philanthropic Journey
  4. Becoming a Trusted Advisor in Wealth Management