The Certificate in Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.
This programme is designed especially for professionals serving Family Offices and the Ultra High Net Worth (UHNW) to identify and structure philanthropic and social impact strategies and incorporate them into their wealth planning practices.
Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.
Upon completion of this module, you will be awarded the following certificate:
- Certificate in Philanthropy and Social Impact
Total Training Duration / CPD Hours: 15
Core FAA CPD: 0
Core SFA CPD: 0
Classroom Hours: 15
Online Hours: 0