PPI eLearning is a growing library of self-paced, on-demand learning designed to help you deepen your knowledge, strengthen your skills, and create greater impact for the families you serve.
Learn from leading practitioners and thought leaders through engaging courses that bring the insights, practical tools, and transformative approaches of PPI directly to you—whenever and wherever it’s most convenient.
The Purposeful Planning Symposium offers a unique opportunity for advisors and consultants to learn how to integrate technical expertise with qualitative skills, becoming more well-rounded and effective planners.
Led by nationally renowned thought leaders, the Symposium introduces the foundational principles of Purposeful Planning while offering advanced insights on helping clients achieve greater family flourishing and personal well-being through intentional planning.
The courses below are curated packages from the PPI’s live virtual Symposium. If you were unable to join us, you now have the opportunity to access this content on demand.
Learn how to move beyond transactional client relationships, embracing a more generative approach that aligns technical planning with qualitative planning.
This module brings together leading voices in trust design to explore how modern structures can better serve evolving families. From understanding generational dynamics to building flexibility through “Gumby” trusts, this package highlights innovative approaches that move beyond rigid planning. Sessions also examine how trusts can be vehicles for purpose and impact, while introducing beneficiary-centered frameworks that reimagine traditional trust law. Ideal for advisors seeking to design trusts that are adaptive, relational, and aligned with the long-term needs of today’s families.
Sessions include:
These sessions explore how advisors can cut through complexity and respond strategically to an evolving tax landscape. They unpack the real implications of recent legislative changes while addressing the noise that often clouds effective planning. From practical partnership tax solutions, innovative collaboration in estate planning, to the shifting rules shaping charitable giving, the package emphasizes clarity, creativity, and client-centered application. Designed for practitioners seeking to modernize their approach while keeping client purpose at the center of planning decisions.
Sessions Included:
This module centers the relational and emotional dimensions that shape effective advisory work. These sessions explore how frameworks like Internal Family Systems™ and a focus on advisor mental health deepen both client outcomes and practitioner sustainability. Through real-world examples, presenters highlight the power of interdisciplinary collaboration between technical experts and those focused on the human side of planning. Ideal for advisors looking to integrate empathy, self-awareness, and teamwork into more impactful, client-centered practices.
These sessions equip advisors to navigate the intersection of generosity, strategy, and a rapidly shifting planning landscape. These sessions explore innovative approaches to integrating philanthropy into client relationships while adapting to new tax and estate dynamics. With an emphasis on collaboration between technical experts and those attuned to the human dimensions of giving, the package highlights how to create more meaningful and sustainable impact. Designed for practitioners seeking to elevate philanthropic planning beyond transactions to truly purpose-driven outcomes.
$325 worth of savings
