Training and CPD
Communication and Education are two ways that Prism the Gift Fund aims to open up the conversation about giving. We run various sessions aimed at different professionals, private client intermediaries, and those involved in charities, to break down the barriers to giving.
For private client intermediaries we run training sessions on how to open up the conversation about philanthropy, discuss charitable tax reliefs and gain the knowledge that will allow them to advise on the best course of action for their clients. We have also recently been accredited as an external CPD provider by the Solicitors Regulation Authority for solicitors, and can also help with CPD points for those private client professionals who self-accredit or have company based CPD plans.
The session for private client intermediaries is worth 1.5 CPD points and last around one and a half hours. Where there are CPD points available to participants, we charge a presentation fee. This fee depends on the number of people that will be in the sessions that we run, or indeed the number of sessions required to service that firm. For a summary of our current sessions, click here.