Certificates – Professional Advisers
Our Professional Adviser Certificates
Professionals looking to take the next step, we offer a number of Professional Certificates.
Develop expert-level knowledge, apply real-world tools and lead complex giving discussions with clarity and ease.
Philanthropic Planning with Female Clients
As women become more active in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charties, want to involve their families in giving, and invest in social and environmental impact goals.
Duration: 12-15 hours
Complexity: Basic
Outcomes
Accountants, lawyers, financial advisers new to philanthropy or structured giving.
Fast facts
Certificate program – asynchronous course with module quizzes. Readings, lectures, videos, graphics, and downloadable adviser resources.
Behavioural Philanthropy
The Behavioural Certificate offers advisers a unique opportunity to deepen their understanding of how behavioural science and philanthropic advising intersect. You will explore psychological factors influencing donor behaviour, barriers, decision-making processes and the impact of social and family dynamics on giving.
Duration: 5-7 hours
Complexity: Basic
Outcomes
You will gain a solid grounding in behavioural principles and develop strategies that can be implemented to enhance client and donor relationships and drive meaningful change in the philanthropic landscape.
Fast facts
Certificate program – asynchronous course with module quizzes. Readings, lectures, videos, graphics, and downloadable adviser resources.
Impact Philanthropy Adviser
The Impact Philanthropy Adviser Certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education.
Duration: 30-40 hours
Complexity: Advanced
Outcomes
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Fast facts
Certificate Program – closed group of 12-15 participants with facilitated learning. Readings, lectures, videos, graphics and downloadable adviser resources.
Enquire about our Professional Adviser Certificates
Grow your business with Australia's first dedicated structured giving education hub for professional advisers.