The Personal Finance Society (PFS) and Chartered Insurance Institute (CII) have rolled out an ESG short course for financial advisers on sustainable investing.
Written by Rebecca Kowalski and Alan Whittle, the course named ‘Spotlight: ESG and Sustainable Investment Advice’ will help finance professionals to incorporate sustainable investment advice throughout their leadership and business practices and equates to 12 hours of CPD.
While also supporting advisers in implementing Consumer Duty by helping to cater to the sustainable and ethical preferences of clients.
Course learning outcomes include:
- Understand the nature and complexity of sustainable finance;
- Recognise how the global transition to a sustainable economy impacts risk, costs, opportunity, and reward;
- Understand the importance of engaging with sustainability in the current consumer market;
- Identify sustainable and ethical products and understanding their uses;
- Apply practical skills relating to investment selection, education and communication; and
- Build resilient, high-quality ESG/sustainable advice propositions
Dan MacIntyre, interim chief executive of the PFS, said: “This is a brilliant opportunity for finance professionals to build their skills and knowledge, and gain valuable understanding of this important topic in order to best meet their clients’ needs.”
