Workshops – Professional Advisers
Guide to Effective Giving Conversations
Helping clients make decisions that reflect their values is becoming an increasingly important part of holistic financial advice. This practical workshop equips professional advisers with the confidence, frameworks and communication skills to introduce structured giving conversations naturally, identify the right opportunities and navigate client discussions with clarity. Participants will leave better prepared to integrate philanthropy into advice in a client centered and meaningful way.
For
Professional Advisers seeking greater confidence discussing philanthropy as part of holistic, client centered advice.
Purpose
Build practical capability to introduce, navigate and support structured giving conversations with confidence and clarity.
Outcomes
Develop practical frameworks, communication skills and knowledge to integrate philanthropy into everyday client conversations.
Introduction
Guide to Effective Giving Conversations is a practical workshop designed to help professional advisers confidently introduce and navigate conversations about giving with their clients. As philanthropy becomes an increasingly important consideration alongside wealth transfer, legacy planning and purpose driven financial decisions, professional advisers have a valuable opportunity to deepen client relationships by incorporating these conversations into holistic advice.
Through a practical conversation framework, real world examples and behavioural insights, participants will learn how to identify the right moments to raise the topic of giving, explore what motivates clients and respond to a range of client perspectives with confidence. The workshop also provides a high level understanding of structured giving options and demonstrates how these conversations can be incorporated into existing advice processes while remaining client centered and aligned with professional obligations.
Importantly, this workshop is not about turning professional advisers into philanthropy specialists. It is about equipping you with the confidence, language and practical tools to have meaningful conversations, recognise when structured giving may be relevant and understand when to connect clients with specialist providers. By the end of the workshop, you will be better prepared to help clients align their financial decisions with their values, legacy aspirations and the impact they want to create.
Objectives
A central focus of the workshop is the practical SEED conversation framework, providing you with a simple, repeatable approach to guiding meaningful discussions. You will learn how to explore client values and motivations, navigate common questions and barriers, and respond to different client reactions in a way that feels authentic, professional and client centered.
The workshop also provides a practical understanding of the structured giving options that commonly arise in client conversations. Rather than focusing on technical implementation, the emphasis is on helping you communicate these options at a high level, understand when they may be relevant and recognise when specialist support is appropriate.
Ultimately, this workshop is about building your confidence as a trusted adviser. By combining practical conversation techniques, behavioural insights and a clear understanding of your role, you will be better equipped to help clients connect their financial decisions with their values, legacy aspirations and the impact they want to create.
Delivery formats
Whether you prefer to learn independently, join a live session or bring this into your organisation, we offer flexible ways to engage.
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Complete the session at your own pace through our online platform. Ideal if you want to get started immediately and work through the material in your own time.
Includes:
Immediate access
Structured, self-guided content
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Bring this session into your organisation. We’ll tailor delivery for your team and arrange a time that works for you.
Ideal for:
Internal training sessions
Offsites and professional development days
Accreditation
Certificate of Completion provided for CPD records
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This activity meets the guidelines for qualifying CPD and has been accredited for continuing professional development by the Financial Advice Association Australia (FAAA) but does not constitute FAAA's endorsement of the activity.
FAAA Accreditation number 35678 for 1 hour.
Knowledge Requirements:
Client Engagement (1.0 hour)
Legislated CPD Areas
Client Care & Practice (1.0 hour)
For the purposes of Tax Practitioners Board CPE for registered tax agents with a tax (financial) advice services condition on your registration, each 1 hour of CPD equates to 1 hour of CPE, subject to the CPE being relevant to the tax agent services you provide.
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This session supports CPD requirements for members of CPA Australia, IPA and CAANZ.
Participants will develop practical skills in:
Identifying client opportunities for structured giving
Understanding key philanthropic structures and their application
Integrating giving strategies into broader financial advice
Navigating ethical considerations in philanthropy discussions
Duration: 1 CPD hour
Classification: This activity may be recognised as Continuing Professional Development (CPD) under Technical competence / Client care.
Format: Structured workshop (verifiable CPD)
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This activity is designed to support Continuing Professional Development (CPD) requirements for legal practitioners across Australian jurisdictions.
The content aligns with commonly recognised CPD competency areas, including:
Substantive Law
Professional Skills
Ethics and Professional Responsibility
Participants should assess the relevance of this activity to their individual practice area and CPD requirements in accordance with the rules set by their admitting authority or relevant professional body, under applicable legal profession regulatory frameworks.