The trend towards impact/ESG investment is placing suitability issues at the heart of advisor/client conversations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances and ability to bear risk.
Are you equipped to talk to your clients about their values, motivations, ambitions and goals – capturing their impact/ESG preferences? This training course will allow you to further develop your skills and competencies, putting you in a better position to fulfil your clients’ needs, while preparing for potential regulatory change by FCA planning for equivalency with EU MiFID II suitability.
• Open the door to new commercial opportunities
• Receive exclusive insights from guest speakers about current industry dynamics and best practice
• Further develop your skills and competencies and enhance your business’s responsible investment proposition
• Meet your clients’ evolving preferences for investing with positive impact
• Improve client engagement levels and
enhance your reputation
• Receive self-certified CPD points
KEY LEARNING OUTCOMES:
By attending this workshop, you will:
• Learn more about the nature and purpose of
• Develop impactful approaches to addressing a client’s values, motivations, ambitions and goals
• Discover the benefits of incorporating suitability discussions into practice beyond the current approach
• Prepare for meaningful discussions with clients, helping them move from their values to choosing the most impactful approach to their investments
To register for this online self-certified CPD training course please send an email to
DISCOUNTS AVAILABLE FOR PHILANTHROPY
IMPACT AND PIMFA MEMBERS
Cancellations received in writing 5 working days prior to the event will receive a full refund. It is regretted that cancellations made after this time will not receive a refund.
This course is intended for wealth advisors as well as lawyers and other professional advisors with an interest in suitability issues and ESG investing
Philanthropy Impact is a Company Limited by Guarantee in England and Wales (no. 3625777). Registered Charity England and Wales (no.1089157).