Name: Inspiring Generosity: Practical Strategies for Advisers
Price: 62 CAD

What You'll Learn

check_circleUnderstand philanthropy trends in Australia.

check_circleDistinguish types of giving structures.

check_circleIdentify motivations for structured giving.

check_circleRecognize trigger events for philanthropic action.

check_circleAdvise clients on suitable giving structures.

check_circleEnhance client relationships through philanthropy.

About This Course

Philanthropy is on the rise in Australia, and today’s clients are looking to their advisers for guidance that goes beyond financial performance—they want purpose, impact, and legacy. Yet, many advisers shy away from conversations about charitable giving, unsure where to start or what options exist. This session will change that.

Delivered by Susan Chenoweth, Head of Philanthropic Services at Elston and a leading national voice in philanthropy education, this practical and inspiring session will equip advisers with the tools, confidence, and language to open meaningful philanthropic conversations with clients. You’ll learn how to identify giving opportunities, understand the key structures available (including private and public ancillary funds), and position yourself as a trusted adviser who supports values-based decision-making.

Whether you're working with high-net-worth individuals, families planning their legacy, or clients wanting to give during their lifetime, this webinar will help you integrate structured giving into your advice process in a way that enhances relationships, deepens trust, and adds real value.

Your Instructors

Financial Advice Association Australia (FAAA)

Australia's Leading Professional Association for the Financial Advice Profession

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The Financial Advice Association of Australia (FAAA) is the leading body representing financial planning and financial advice professionals in the Southern Hemisphere. We deliver high-quality learning experiences designed to drive real-world-results for professionals. With thousands of professionals benefiting from our Continuing Professional Development (CPD, PD, CPE, CE) webinars, we’ve helped lawyers, accountants, financial planners, financial advisers, solicitors, fund managers, financial coaches, government officials, insurance and mortgage brokers and many more professionals enhance their skills, stay informed, remain compliant and advance in their careers. We bridge the gap between theory and practice, offering content curated by industry experts to equip you with practical knowledge in high-demand areas. Investing in the FAAA’s professional development content means choosing quality, convenience and credibility. We delve into current issues often with live case studies presented by professionals who walk the talk. Our webinars are not only informative but also practical, providing you with actionable insights that you can apply in your daily practice. Our speakers are from various backgrounds, including law, accounting, finance and more. We specialise in practical training in areas such as Ethics, Regulatory & Compliance, Expat- Tax, Client Care and Technical Competence. Whether you are a professional, recent graduate, manager or lifelong learner, you’ll find practical courses to advance your career with confidence.

Susan Chenoweth

Head of Philanthropic Services at Elston

Susan Chenoweth is the Head of Philanthropic Services at Elston and CEO of the Elston Giving Foundation. With over two decades of experience in financial services and the not-for-profit sector, Susan leads Australia’s only nationally delivered CPD-accredited philanthropy education program for financial advisers, estate planning lawyers, and accountants. She is a non-executive director, industry speaker and passionate advocate for embedding philanthropy into the fabric of professional advice. Susan is also a member of the Professional Advisers Working Group for Philanthropy Australia.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Inspiring Generosity: Practical Strategies for Advisers