Once you’ve completed the 21/64 Approach Training and earned certification, a new level of learning opens up. Our Advanced Trainings are designed exclusively for Certified Advisors who want to sharpen their practice in focused, high-impact areas.
Whether you’re looking to refine your facilitation skills, gain new tools for navigating family dynamics, or prepare for the next generation of philanthropy, these trainings provide the space to stretch and grow alongside peers who share your commitment.
Advanced training offerings include:
Art of Facilitation
The Art of Facilitation is a master class for individuals who strive to be more effective at leading in-person and virtual group gatherings.
Managing Family Dynamics
This training teaches advisors and facilitators the skills to discern and effectively navigate complex systems present in multigenerational families.
Talking About Money
Building from this framework, attendees explore how to lead productive conversations around money within these family systems.
Mind the Gap (coming soon)
Explore how rising generations are reshaping philanthropy and legacy.
REGISTER FOR:
It takes a combination of unique hard and soft skills to serve family philanthropy and private wealth clients in ways that helps them navigate successfully across generations. The most effective wealth and philanthropy advisors are regularly adding new tools to their toolbox to enhance relationships with clients—particularly as Gen X, Millennials and Generations Z play increasing roles in family enterprise.
21/64 provides you with interactive, small group trainings held over the course of two to four days. In our hands-on sessions, you will gain new skills and technical tools while deepening your client relationship skills. Following the program, you’ll become a Certified Advisor, enabling you to facilitate our 21/64 tools and methodology – the recognized gold standard in our industry. As a Certified Advisor, you receive discounts and client referrals and have access to a large advisor network for peer support and continuing education. Certified Advisors can also join the Learning Community, giving them free access to workshops events throughout the year.
Who Should Attend Introductory and New Trainings.
- Philanthropic Advisors
- Community Foundation Professionals
- Jewish Federation Professionals
- Investment Advisors, Private Bankers, and Estate Attorneys
- Family Office Professionals
- Foundation Directors
- Trustees who also staff their family philanthropy
Who Should Attend Advanced Trainings.
- Certified Advisors
- Professionals who have attended the 21/64 Approach or 21/64 Virtual Approach Training
Learning Objectives.
Retain More Clients
Only 2%
of clients stay with their parents' wealth advisors after their parents pass.
With our training, you will better understand the next generation of wealth holders so that you can build relationships with the next generation of clients.*
Training FAQs
Training—New Participants
Is there a specific training I need to take first before taking others?
Yes; The 21/64 Approach is where to begin. This is our core training that advanced trainings build upon. We offer it several times a year in different geographies across North America.
Click here to see upcoming dates and locations.
Who attends trainings? How do I know if I am qualified?
Our trainings are for advisors who help individuals, families and groups make informed, values-aligned decisions around their resources. This includes:
- Philanthropic advisors
- Community foundation professionals
- Investment advisors
- Private bankers
- Estate attorneys
- Trustees who also staff their family philanthropy
- Family office professionals
- Foundation directors and staff
- Major donor fundraisers
Click here to learn more about whether training is right for you.
What happens after I attend a training?
After completing the full 21/64 Approach training, you are officially a 21/64 Certified Advisor. For no additional charge, we provide monthly professional development, such as access to:
- Webinars
- Zoom calls
- The latest resources and articles
- A listserv of all 1,000+ alumni
You’ll also be eligible to attend our advanced trainings:
*Please note there are registration fees for trainings
Click here to contact Barbara Taylor Raichstain and learn more about the 21/64 Certified Advisor benefits.
Do you offer private trainings?
Yes. For groups of 12 to 30 people, we can bring the training to you. This option has a number of benefits: It enables smoother adoption and implementation of tools and techniques when a whole team is trained at the same time. It’s often a more budget friendly option, saving on travel. It’s an opportunity to deepen team bonding and connections. And you can choose dates, times and locations that are most convenient for your team.
Click here to contact Barbara Taylor Raichstain and learn more about hosting a 21/64 training.
Training—Experienced Participants
I can’t get enough! I attended a 21/64 Approach training, and I want to continue learning—what training should I sign up for next?
How can I update my bio, social media profiles and webpages with a 21/64 certification or badge?
To add 21/64 Certified Advisor to your LinkedIn profile under “Licenses and Certifications,” follow these steps:
- Click here: https://www.linkedin.com/profile/add?startTask=CERTIFICATION_NAME
- Under “Name,” type “21/64 Certified Advisor”
- Under “Issuing Organization,” type in “21/64,” and select our company’s LinkedIn page
- Check the box that says, “This credential does not expire.”
- “Issue Date” is the day you finished the full training.
Click here to contact Darby Lasky for more information on adding a 21/64 badge to your social media.
How do I update my profile on the 21/64 trainer database?
If you’d like to update your bio, please contact Sam Grimmke and we’ll send you a secure link to do so.
Click here to contact Darby and update your profile.