Responsible investment – preparing for a climate of change

Join Ryan Medlock and Fiona Hanrahan as they look at the current responsible investment landscape and discuss best practice in how to prepare and conduct client conversations. Ryan and Fiona also explore the steps financial planners can take to integrate responsible investment considerations into advice propositions, including fact-finding, client segmentation, and combatting the evolving threat of greenwashing.

Learning objectives

• Learn how to better prepare and conduct more engaging responsible investment client conversations.
• Have a better understanding of how responsible investment can be integrated into advice and investment propositions.
• Understand the main recommendations of the EU Sustainable Finance Action Plan and other regulatory drivers.

Register now – https://register.gotowebinar.com/register/5826072839720492813?source=pimfa