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

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

Explore the course taster HERE.

This comprehensive online learning experience is designed specifically for private client professional advisors, wealth managers and the finance industry eager to expand their expertise in the dynamic fields of impact investing and philanthropic advising and to make them aware of major drivers for providing this support to clients – to meet:

• the growing client demand from GEN Z, millennials and women of wealth who are wealth holders
• regulatory issues (having values based discussions with clients to manage risks associated with Consumer Duty and customer centricity). 

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:

Part 1: The Context

Introduction to Philanthropy and Impact Investing: Advisors will gain a foundational understanding of drivers of change impacting on professional advisors and the purpose of the training along with key concepts and strategies that support clients' philanthropic and impact investment goals. 

Part 2: Impact Investing and Its Related Regulatory Issues Relevant to Values Based Approach

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

Part 3: Supporting Clients on Their Philanthropic Journey

Participants will learn the 23 services needed on a client’s philanthropic and impact investing journey and how to effectively support clients' philanthropic activities, from strategy development to tax considerations.

Part 4: Enhancing Your Role as a Trusted Advisor in Wealth Management

Implications of being the core and lynchpin advisor: Understand what clients are looking to do and what it means to be a trusted advisor and the benefits. 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. 

Explore the course taster HERE.