Philanthropy Impact

One half-day

Matching a Client’s Investment Strategies with their Values, Motivations, Ambitions and Goals; addressing suitability issues.

This online workshop, delivered over one half-day, aims to help you understand how Professional Advisors can meet Emerging client demand for philanthropic and impact investment advice and support.

Public course booking

Members: £399pp
Non-members: £449pp

To book this course for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this course for your company as a corporate (in-house) training session for between 7-14 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: *** 2025

Timings: 10:00-12:00 (UK)

 Duration: Half day

 No of attendees: Up to 14

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Philanthropy Impact

Price: £399 Members/£449 NM

Workshop Overview

This course includes:

• 2-hour interactive online training workshop with a Trainer
• Access to a minimum of 80 minutes of E-Learning Resource Library

Purpose Driven Advising - Mastering Impact and Philanthropic Investing, as a foundational step combined with immersive in-person training sessions. This workshop provides hands-on learning experiences where participants can engage with peers, explore real-world applications, and deepen their understanding of impact investing and philanthropy.

The course will aim to maximise client satisfaction by improving client engagement.

What will I achieve by attending the workshop? 

By the end of this engaging session, participants will:

• Understand - how to meet changing client demand for support on their impact investing and philanthropy journey
• Identify – the commercial opportunities and the benefits to your firm from supporting your clients’ philanthropy and impact goals
• Strengthen – your ability to engage proactively with current and future clients about their sustainability, impact and philanthropic goalLearn – why impact investing and philanthropy are essential tools in your sustainability toolkit
• Recognise – where this sits within your work and your organisations activities and how to get internal buy-in

Who should attend?

This course is valuable for financial planners or anyone within the financial industry who advises customers.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking

Corporate (In-house) Training

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.