Course

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

Time limit: 90 days

£79 Enrol

Full course description

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

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