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Endowments & Foundations Consulting Course Now Available from Investments & Wealth Institute

Issue date: Thursday, September 06, 2018

Contact Information: Greta Gloven | +1 303 850 3079 | Contact Email: ggloven@i-w.org

Endowments & Foundations Consulting Course Now Available from Investments & Wealth Institute

Advisors interested in better serving the unique needs and requirements of non-profit clients can now benefit from “Endowments & Foundations Consulting,” a new course for advanced professionals available online from the Investments & Wealth Institute.
DENVER (September 6, 2018)  ̶  Financial professionals interested in acquiring non-profit clients, or who want to strengthen their relationship with existing institutional clients, will benefit from a new online course, Endowments & Foundations Consulting, now available from the Investments & Wealth Institute® (formerly IMCA).

“There are more than 1.5 million non-profit institutions in the U.S., and only a very few consultants who are equipped to serve their unique needs. All non-profits rely at least to some extent upon their investments to successfully achieve their missions,” said Sean Walters, CAE, chief executive officer. “In keeping with our commitment to advanced education, this course helps experienced practitioners to deliver significant value to their current and future clients through an understanding of how best to serve the unique needs and requirements of non-profit institutions.”

Through seven training modules, course participants learn the distinct dynamics of advising non-profit clients, the key principles of successful consulting and investment management, and best practices for maintaining a rewarding relationship. The modules cover every aspect of working with endowments and foundations. Delivered by highly-skilled, expert instructors, participants learn through a series of fast-paced readings, lectures, case studies, sample documents, videos and more.

Course modules include the following topics:
  • Module 1: Fundamentals of Non-Profit Organizations  ̶  Basic tenants of philanthropy, key characteristics of the non-profit sector, and regulatory requirements
  • Module 2: The Investment Policy Statement for Endowments and Foundations – Structuring the Investment Policy Statement
  • Module 3: Portfolio Construction for Endowments and Foundations – Methodologies and techniques to work with a Board of Trustees and/or an Investment Committee to build successful portfolios
  • Module 4:  SRI/ESG and Impact Investing for Endowments and Foundations – Approaches to SRI/ESG investing and analysis of risks
  • Module 5: Performance Monitoring for Endowments and Foundations – Benchmarks and performance monitoring
  • Module 6:  Outsourcing and Discretionary Management – Discretionary vs. collaborative management and outsourcing
  • Module 7: Serving Endowment and Foundation Clients – Responding to Request for Proposals, finals presentations, and managing a business to serve the non-profit sector.
To get the most out of this course, it is suggested that participants should first complete one of the following programs as a prerequisite:
The course is directed by Scott Thayer, CIMA®, former chairman of the board of directors, Investments & Wealth Institute. Instructors include Margaret Towle, Ph.D., CIMA®, CPWA®, CAIA, editor-in-chief, The Journal of Investment Consulting;  Devin Ekberg, CFA®, CPWA®, managing director of education, Investments & Wealth Institute;  Ardyth Neill, president, Heifer Foundation; and John Nersesian, CIMA®, CPWA®, CFP®, former board member and a past chairman of the board of directors.  

“There is a tremendous need for professional management in the non-profit sector, especially for the numerous non-profits with assets under $50 million. In my 35-year career as an institutional consultant, I found this market sector very rewarding,” said Scott Thayer, CIMA®, program director. “In addition to serving private wealth clients, advisors can expand their opportunities set by the diversification in this market sector. The social missions professionals can serve are endless, the opportunities are rewarding and the experience is challenging. I would encourage advisors to expand their knowledge, professionalism, business, and expertise by completing this course.”

The Endowments & Foundations Consulting course is open for registration. The registration fee is $1,995 for Institute members and $2,195 for non-members (Join & Learn price includes one-year membership in the Institute). Corporate program fees are available upon request. Completion of the course will result in 13 hours of continuing education credit for CFP® certification (pending final approval) CIMA®, CPWA®, and Retirement Management AdvisorSM certifications.  

For information:
For additional information, contact Greta Gloven, ggloven@i-w.org or 303-850-3079.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.

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