Career Agent Training Track

Career Agent

Training Track

Comprehensive Education Path for the New Prospect Researcher

Are you a new prospect research analyst?

Deciding which professional development courses to take for your new role can be overwhelming. While there may be numerous ways to learn a concept, there are very few who provide real-world, hands-on training coupled with feedback and support.

Are you a busy manager struggling to juggle training in your busy fundraising office?

When new staff join, it can be challenging to find time in your schedule for training. Your fundraising office might not even have the necessary experience to equip new staff with the fundamental skills for success.

The Career Agent Training Track is the learning path for you!

The Career Agent Training Track is a comprehensive program designed to equip new researchers with skills in three key areas: prospect research, prospect management, and fundraising analytics.

Recognizing that basic training can be time-consuming, whether conducted remotely or in-person, we've structured our program around the principle that effective learning involves not just knowledge acquisition, but also practice and feedback.

Tangible Benefits

The benefits of our approach to learning are tangible. The training track program empowers researchers to deliver information specifically tailored for fundraising, enabling them to contribute more effectively to their organizations.

By providing the tools to solve fundraising problems using information and data, the Career Agent Training Track empowers fundraisers to concentrate on what they do best: building relationships with prospects.

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Introduction to Prospect Profiles

Learn to qualify your prospects

with public information!

I'M INTERESTED! TELL ME MORE

Are you a fundraiser or a new prospect research analyst? Do you need to search efficiently and analyze and present information effectively on your donor prospects?

This course teaches you how to build a prospect profile with simple search techniques – step by step.

Imagine the next time you pull together information about a prospect for a front-line fundraiser and she stops you in the hall and tells you how valuable it was and asks you for advice on her cultivation strategy. How cool would that be?

You have the intelligence – you just need to know the what, where and how.

Past students have transformed how they find and communicate prospect information, including changing their profile format for an easier read and sharing their insights about the information with the front-line fundraiser.

In the past twelve months I’ve seen more than 300 postings on the association list-serv seeking to fill positions in the prospect research field. As part of the greater information management industry, prospect research continues to change and grow. Trained prospect researchers are in demand!

Training

Watch videos and read the course material to learn the concepts presented.

Practice

Complete the assignments and capstones, practicing real-world scenarios.

Feedback

Participate in forums and monthly group coaching calls for answers, support, and guidance.

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This Training Track Gives You the Foundation You Need for Success!

Four Courses

12-Month Access

Research sampler course for the fundraising generalist

Find, verify and present fundraising information in profiles

Learn the how's and why's of capacity ratings

Get good with the basics of fundraising analytics

One-on-one orientation (20-minute meeting)
Instructor feedback on homework
12-month access to group coaching calls
Full textbook PDF download for each course
Get savvy about different strategies for different needs.
Translate information into fundraising action.

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What Students Are Saying

“The live class discussion were great! It is so important for me to be able to ask questions and learn from other students' comments and questions. The live classes really helped me explore some of the concepts as I was experiencing them at work."

Liat R.

Cambridge, MA

“Creating the profile was the best experience for me. It was great to have a mentor to review my work, offer feedback and help me dig. The videos were fun to watch and easy to understand. Jen truly desires for each of us to succeed.”

Lisa B.

Raleigh, NC

More Than Lectures

Get Hands-On Experience

Design and construct a prospect profile for use in fundraising

Using a template that you can adapt for your organization, you will learn to find key information for fundraising and present it so that your development officer can take action.

Consider ways you want to use and communicate about capacity ratings

If capacity ratings are difficult for you, imagine how your development officers feel about them! Suggestions, case studies, and database scenarios give you practical options.

Recognize when to apply different analytics techniques to fundraising problems

Analytics is more than complicated formulas. You learn which technique to use to solve different kinds of problems in fundraising.

Earn your digital badge and certificate of competency

By successfully completing your capstone assignment, you demonstrate that you are competent in creating prospect research profiles. The digital badge provides this detail to anyone that clicks on it.

8.5

Video Hours

18

Bonus Downloads

21

Modules

12

Coaching Calls

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Design and construct a prospect profile for use in fundraising

Using a template that you can adapt for your organization, you will learn to find key information for fundraising and present it so that your development officer can take action.

Judge and evaluate the authenticity and relevance of search results

There's nothing new about "fake news," but the internet has made it even easier to fool people. Learn how to find and evaluate reliable and accurate sources.

Become a search engine "power-user" by using advanced search techniques

All of us use internet search every day, but becoming a power user means leveraging new skills and techniques to find more information, acquire better details, and get things done faster.

Earn your digital badge and certificate of competency

By successfully completing your capstone assignment, you demonstrate that you are competent in creating prospect research profiles. The digital badge provides this detail to anyone that clicks on it.

Watch this video to get a sneak peek behind the login screen.

Once registered, you'll have access to all four courses in your training track instantly.

Want to reach your Prospect Research Goals faster?

Take a quick peek, and discover why you should enroll in the Introduction to Prospect Profiles Course...

What's Included?

MODULE ONE

Anatomy of the Profile
- Learn the 5 building blocks of the profile
- Explore common types of profiles
- Compare/contrast with your organization
In this module, you’ll be asked to complete the following assignments:
- Homework | Profile Comparison
MODULE TWO

Introduction To Search Engines
- Learn key power search concepts
- Differentiate between types of information sources
- Apply new search techniques with homework
In this module, you’ll be asked to complete the following assignments:
- Homework | Go find something!
MODULE THREE

Information Types & Sources
- Learn to search the deep web
- Recognize ethical gray areas in search
- Judge when to find information offline
In this module, you’ll be asked to complete the following assignments:
- Homework | Think critically about info sources
MODULE FOUR

First Steps In Profile Search
- Examine what information your organization already has
- Learn how real estate can jump-start your search
- Discover special cases such as NYC cooperatives
In this module, you’ll be asked to complete the following assignments:
- Homework | Finding Real Estate
MODULE FIVE

Next Steps In Profile Search
- Discover your prospect’s primary source of wealth
- Use many types of information to uncover occupation
- Learn how occupation can lead to more clues
In this module, you’ll be asked to complete the following assignments:
- Homework | Estimating income and pulling occupation together
MODULE SIX

Community Involvement
- Explore volunteering and giving
- Differentiate between foundations and DAFs
- Integrate political giving
In this module, you’ll be asked to complete the following assignments:
- Homework | Giving history and FEC contributions
MODULE SEVEN

Pulling It All Together
- Examine key indicators for philanthropy and wealth
- Learn how wealth screenings and other ratings fit in
- Recognize and value luxury items
In this module, you’ll be asked to complete the following assignments:
- Homework | Interview a Development Officer and Capstone Profile

BONUS RESOURCES
- Introduction to Prospect Profiles Course Textbook
- Fillable Course Workbook
- Profile templates you can adapt and use
- Google Tip Sheet

PURCHASE COURSE

Enroll today!

join the Introduction to Prospect Profiles Course

$990

What's waiting for you...

12-month access
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download
Digital badge and certificate of competency

I WANT IN! SIGN ME UP!

Enroll in the Career Agent Educational Track

$1250

12-month access to four foundational courses
One-on-one 20-minute orientation meeting
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download for each course
Digital badge and certificate of competency for each course completed

ENROLL TODAY!

Frequently Asked
Questions

How soon can I access the courses once I place my order?

As soon as you buy the training track, your username and password will be emailed to you for immediate access to all four courses.

How long will I have access to the courses?

You will have access to the courses for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.

Who is this training track designed for?

This training track is designed for those who is a fundraiser or a new prospect research analyst. It is also perfect for the busy fundraising office manager to organize training for new staff.

How long will it take me to complete the training track?

We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.

What is the course format?

Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.

Is it interactive and can I ask the instructor questions?

Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.

Can I get a group discount?

Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.

Unlock the Door to a More Productive

and Efficient Fundraising Office

ENROLL TODAY!

Frequently Asked
Questions

How soon can I access the course once I place my order?

As soon as you buy the course, your username and password will be emailed to you for immediate access.

How long will I have access to the course?

You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.

Who is this course designed for?

Please note that this course is designed for a researcher with three or fewer years of experience, or someone who doesn’t research often. This course is NOT designed for researchers with many years of experience preparing prospect profiles.

How long will it take me to complete the course?

We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.

What is the course format?

Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.

Is it interactive and can I ask the instructor questions?

Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.

Can I get a group discount?

Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.

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