The course offers four brand new case studies to illustrate how these issues might arise in real-life situations and how to deal with them*. The course has been authored by experts who have worked in advising, compliance, supervision and paraplanning across a range of firms.
Who is this course for?
This course is designed for Personal Finance professionals who wish to understand more about the SDR, fund labelling and anti-greenwashing rule to:
- inform their day-to-day roles;
- support implementation of the policies around the anti-greenwashing rule, ensuring that all claims related to sustainability are fair, clear and not misleading; and
- offer correctly labelled products that comply with the SDR to assist customers with making informed decisions.
If you would prefer a more in-depth course on ESG and sustainable finance as a whole, take a look at the Spotlight: ESG and Sustainable Investment Advice course.
Learning Objectives
By the end of this course, you will be able to:
- explain fundamental aspects of Sustainability Disclosure Requirements (SDRs);
- understand the regulations from the FCA surrounding anti-greenwashing and investment fund labelling; and
- identify examples of greenwashing across different mediums and suggest improvements.
Study
- 50 minutes' study time.
- Six-month enrolment on the course – starts within 24 hours of purchase.
- Online course delivered on RevisionMate using e-learning modules – you will receive an email with details of how to access the course materials following your purchase.
Assessment
There is no assessment for this course.
Completion Certificate
On successful completion of this course, you will be able to download a completion certificate.
CPD accreditation
The Spotlight Focus: SDRs and Anti-Greenwashing Rule course meets the Chartered Insurance Institute and membership requirements for 50 minutes of CPD.
* This course is intended to provide a broad overview of the topics of investment fund labelling and the anti-greenwashing rule from the FCA. It is not designed to enable learners to become professionally qualified in giving advice to clients regarding these matters, and should not be used to substitute learning from a more formal qualification route.
