NPC training and events
Training for trusted advisors
Recent research* with 100 private client advisors showed that 60% believe philanthropy will be a core service offered to clients within five years. But advisors feel inadequately equipped to discuss philanthropy with their clients.
NPC, in association with STEP (Society of Trust and Estate Practitioners), is offering training on the essential elements of philanthropy advice to enable trusted advisors to better serve their clients.
The workshop will include sessions on:
- Role of and benefits to the advisor in discussing philanthropy with clients
- Types of support clients need
- Practicalities of funding
Who should attend?
Private bankers, private client lawyers, multi family offices, accountants, IFAs
and any other trusted advisor to wealthy individuals and their families.
To ensure that the sessions are as interactive and personalised as possible, places have been limited to 15 participants. Attending this event will contribute 3.5 hours towards your structured STEP CPD requirement.
"Excellent half day. Found it very useful and opened up a lot of questions in my own mind. Very well presented. It was good to have had the role plays - made it more interactive", comment from previous participant
After the course you’ll be able to:
- Talk confidently to your clients about their philanthropy
- Help clients achieve more impact with their giving
- Take away practical tools to enable you to better support your clients
Download this brochure for more details on previous courses and a full outline of the sessions. The next dates are Tuesday 2nd November 2010 and Tuesday 15th February 2011.
Click here to read about the first session held in April 2009.
Register for the course by filling in and returning this form.
'Relationship managers need to be able to talk about philanthropy with a great deal of confidence to ensure that they can educate the clients and help them in the process of giving.'
Advisor in a multi-family office
* More advice needed, 2008. Produced by Scorpio Partnership on behalf of NPC
Cancellation policy
For NPC’s Training for Trusted Advisors, a full refund can only be given if the booking is cancelled at least four weeks (28 days) prior to the scheduled training session. After this date we cannot offer a refund, although we will endeavour to transfer the booking and offer the delegate a place on the next available training session.
To see NPC's cancellation policy for other events please click here.