Course
Purpose-Driven Advising - Mastering Impact & Philanthropic Investing (Gold Member Only)
Time limit: 90 days
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Full course description
Purpose-Driven Advising - Mastering Impact and Philanthropic Investing
The course comprises 4 modules:
- Philanthropy and Impact Investing
- Impact Investing: Aligning Client Values with Investment Goals
- Supporting Clients on Their Philanthropic Journey
- Becoming a Trusted Advisor in Wealth Management