The issues facing the planet and its people are never far away from the headlines. Consequently, financial advisers are facing increasing demand from clients wishing to invest sustainably and greater scrutiny from regulators. The Consumer Duty increases the responsibility of advisers to support clients with a full range of solutions, including how they may respond to their ESG preferences.
The new Spotlight: ESG and Sustainable Investment Advice course has been authored by experts who have worked in advising, compliance, supervision and paraplanning across a range of firms. It places adviser firms and their clients at the heart of the content and will furnish you with a solid understanding of sustainable finance and how you can use it to assist your own clients.
Technical authors Rebecca Kowalski FPFS and Alan Whittle MSc FPFS have also drawn on their personal experience with different firms to explore how to make sustainable finance work within your business, and how you can demonstrate leadership in this area.
You can expect to see lots of real-life, practical examples presented in an engaging way. For instance, there’s a discussion on how investment managers generate positive outcomes and manage risks through interactions with the businesses they invest in. This is illustrated with individuals from various firms sharing their viewpoints via audio clips such as this one.
This course is designed for Personal Finance professionals who wish to understand more about sustainable finance to:
By the end of this course, you will be able to:
The learning is divided into four topics: Background to ESG, Investing, Clients and Leadership. Within these topics, there are 13 modules covering topics such as:
To explore all of the topics, modules and sections in the course see the ESG learning map.
A final online assessment, at the end of the course, of 30 multiple-choice questions (up to three attempts to pass to be eligible for the completion certificate).
On successful completion of this course and assessment, you will be able to download a completion certificate.
The Spotlight: ESG and Sustainable Investment Advice course meets the Chartered Insurance Institute and membership requirements for 12 hours of CPD.
Members benefit from a discounted price of £120 incl. VAT (compared with non-member price of £165 incl. VAT).
*This course is intended to provide a broad overview of the topic of ESG and Sustainable Investment Advice for Financial Services. It is not designed to enable students to become professionally qualified in giving advice to clients regarding ESG, and should not be used to substitute learning from a more formal qualification route.