We don’t believe in one-size-fits-all. Through hands-on courses and targeted workshops, our programs help you tackle real challenges and deliver what you are looking for. You set the goals, we bring the clarity, momentum, and tools to get you there.
These trainings are offered upon request and can be tailored to meet the specific needs of your organization. Reach out to explore how they can be adapted to your team’s needs.
The course was well structured and efficient. The content was well presented with a good mix of practitioners and academia. Particularly, I enjoyed the interaction sessions with Next Gen UHNWIs and the SDG workshop where we could apply our acquired know-how.
Thomas Trsan, CFA
Senior Investment Strategist
Vontobel
CSP has a deep understanding of wealth holder requirements and puts together engaging and educational training programs for next-gen Julius Baer clients.
Sandra Wassermann
Head of Client Communities
Julius Baer
CSP's trainings enabled us to quickly get up-to-speed and design appropriate solutions that met our client's impact requests whilst also maintaining the best practices of fiduciary responsibility, such as rigorous portfolio construction and liquidity management.
Johan Holgersson
Partner
Cape Capital
Explore our Custom Programs for professionals
Understand sustainable investment to guide your clients.
Start your journey toward impact.
Master impact investing and blended finance.
Explore our programs for Wealth Holders
For wealth holders looking to align their portfolio with their values. Build the knowledge, skills, and network to invest for impact with confidence.
October 26-29, 2026 At Stanford Center on Philanthropy and Civil Society (PACS), California, USA
Explore our programs for Professionals
Profit with purpose: planet-first wealth creation.
Leveraging sustainable investing to serve private wealth owners better.
Capitalising on opportunities in the transition towards a low-carbon economy.
