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Endowments & Foundations Consulting

Format: Certificate Program
Track: Investments
Premier CE: 13 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: 12 credits (uploaded on your behalf)
Cost: $895, or discounted with Signature or Elite benefits

While teaching advanced methods for institutional investment consulting with endowments and foundations clients, come and explore the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management, and best practices for maintaining a rewarding relationship.

Read the full description below.


REGISTRATION & FEES (USD)
$895
$671.25 with Signature benefits
$537 with Elite benefits

Register

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 13 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)

CFP Board

  • 12 hours of CE for CFP® certification 
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Endowments & Foundations Consulting


The Endowments & Foundations Consulting online course teaches advanced methods for institutional investment consulting with endowments and foundations clients. Course participants learn the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management, and best practices for maintaining a rewarding relationship.

Content for the course is segmented into 7 learning modules. Modular learning includes readings, lectures, case study, sample documents, and supplemental videos.

  • Module 1: Fundamentals of Non-Profit Organizations
  • Module 2: The Investment Policy Statement for Endowments and Foundations
  • Module 3: Portfolio Construction for Endowments and Foundations
  • Module 4:  SRI, ESG and Impact Investing for Endowments and Foundations
  • Module 5: Performance Monitoring for Endowments and Foundations
  • Module 6:  Outsourcing and Discretionary Management
  • Module 7: Serving Endowment and Foundation Clients

For a more detailed description of each module, download the course overview document.

Please note that this is a course. Successful completion of this course does not result in a professional designation or credential.

Interested in hearing some of what you'll learn during this online course? Preview the content with Scott Thayer, CIMA®, program director with 35 years working with institutional clients, as he walks through creating an Investment Policy Statement in the below three-part video series:

This video series is informational only and not eligible for continuing education (CE) credit.

Group Sales


This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Kelly Gormley | U.S., West and Mid-West 
Email: kgormley@i-w.org
Phone: 303-619-2977
​
Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569