My Basket0

Spotlight Focus:

SDRs and Anti-Greenwashing Rule

Financial advisers are facing increasing demand from clients wishing to invest sustainably. With this in mind, the FCA has issued the 'Sustainability Disclosure Requirements (SDR) and investment labels' policy statement. This contains 'rules and guidance to help consumers navigate the market for sustainable investment products' (taken from the FCA website).

With the first of these rules being enforced from 31 May 2024, it’s important to ensure you and your organisation are familiar with them. To help you get up to speed, this concise e-learning course brings together an overview of two key parts within the FCA’s SDR: the anti-greenwashing rule and the four investment labels. These overviews are taken from our Spotlight: ESG and Sustainable Investment Advice course.

The course also 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:

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:



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.


£30 for members or £40 for non-members (incl. VAT).

Enrol now

Visit the shop to enrol on the course

Register your interest

Register your details for more information

Download the flyer

Download our flyer for the full course details

* 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.