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Enrich Australia's Online Training
CLIENT GIVING PROGRAM
Introduction & Application for Advisers

Enrich Australia 's CLIENT GIVING PROGRAM offers professional advisers the capacity to provide complete giving solutions to clients, whether they be individuals or corporations.

It shows the adviser how to recognise the triggers in discussions with clients where philanthropy provides an inspired solution for managing tax and estate planning issues, as well as addressing a client's personal interests in giving as part of their value set.

The clear format outlines the adviser's process for managing philanthropy for clients – from the initial questioning and discussion with them on giving, through to implementing the client solution via a step-by-step process that addresses each stage with comprehensive resources and interview tools as guides.
The program also equips advisers with the resources necessary to help clients decide the charitable causes and projects they wish to support.

Once registered, advisers may use their log-in details to access the Program resources at any time.

CLICK HERE TO PURCHASE THE TRAINING

If required, training in this program may be undertaken which is accredited by the Financial Planning Association of Australia for 5.5 CPD points. The assessment process is outlined at Step 8 in the Program and is partly carried out online.

Advisers who complete the training also qualify to be listed on our Directory of Advisers on the Gateway For Giving website.

PROGRAM COST – $300 including GST (includes training assessment)

To purchase Client Giving Program and/or to undertake the training please email us to register by clicking the link below – we will organise your payment and then supply you with your individual log on details and a link to the Program.

Directory of Advisers instructions: once you have been given access to the registration process, you simply complete your profile as part of this process and then check the ‘List in Directory' checkbox at the end of the form. To update and change your details just click on the ‘Update Your Profile/Contact Details' link at the top of the screen when you re-enter the site.

Click here
to view TERMS & CONDITIONS for undertaking the ENRICH AUSTRALIA TRAINING."

CLICK HERE TO PURCHASE THE TRAINING
 
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