Purpose-Driven Advising - Mastering Impact & Philanthropic Investing

Wealth management advisors to (U)HNWI preparing for changing times - adding value to existing FCA regulated suitability approaches to impact/ESG investing, matching impact investment strategies with investor’s values, motivations, ambitions and goals, capturing their ESG preferences. The trend towards impact/ESG investment is placing suitability issues at the heart of wealth advisor/client conversations, moving beyond current discussions with clients about their investment objectives, their financial circumstances and ability to bear risk. This course will allow wealth advisors to further develop their skills and competencies, putting them in a better position to fulfil clients’ needs, while preparing for potential FCA regulatory changes.

(U)HNWs’ private clients’ needs are changing. Research demonstrates they want more comprehensive and personalised support from their professional advisors to address their values-based economic and social goals. Driven by millennials and women with wealth, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms. Philanthropy Impact’s interactive training is designed for professional advisors to (U)HNWI (Private Client, Wealth Management, Tax, And Legal Advisors) on how to meet emerging and growing client demand for philanthropy and social investment advice on matters related to their philanthropic and social investment journey.