Wealth Management

Changing Philanthropy: The Trillion Dollar Wealth Transfer

Overview

This eCourse provides an overview of how paradigm shifts among younger generations will affect philanthropy. It explores the impact of the trillion-dollar wealth transfer, highlighting emerging investment trends and their influence on wealth strategies. The course examines the link to Sustainable Development Goals (SDGs) and assesses the importance of climate action. It offers insights into effective giving through a detailed roadmap of philanthropy and best practices.  

Objective

By completing this eCourse, you will be able to:
- Analyse the factors driving the Trillion-dollar Wealth Transfer and its potential impact on philanthropy.
- Identify emerging trends in investment preferences of generations and how they are influencing wealth transfer strategies.
- Explain the connection between wealth transfer and the Sustainable Development Goals (SDGs), and how philanthropy can contribute to achieving them.
- Evaluate the role of climate action in philanthropy and determine if it's a necessity or a preference for donors
- Navigate the roadmap of philanthropy, including key stages, considerations, and best practices for effective giving.

Content Highlight

Chapter 1: Trillion Dollar Wealth Transfer
- The Trillion Dollar Wealth Transfer
- Paradigm Shift in Investment Preferences
- Wealth Transfer and the Sustainable Development Goals (SDGs)
- Climate Action: A Need or a Want?
Chapter 2: Wealth Transfer: Transforming Philanthropy
- Wealth Transfer: Transforming Philanthropy
- The Roadmap of Philanthropy
- Types of Philanthropy Vehicles and Their Structures
- Non-Governmental Oranisations (NGOs)
- Potential Risks and Challenges of Philanthropy
Conclusion
- Course Recap
- Quiz

Who Should Attend

This course is ideal for wealth managers, financial advisors, philanthropy professionals, investors, donors, analysts, and those who are interested in finance, philanthropy, or social impact.

Administrative Details

Code
TEPWM24019801
Venue
ePlatform
Relevant Subject
Others
Language
English
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HKD450
Chinese Securities Association of Hong Kong (HKCSA): HKD630
Non-Member: HKD900
Staff of Corporate Member: HKD450