Maximising impact/ESG investment client satisfaction - addressing suitability issues


Maximising impact/ESG investment client satisfaction - addressing suitability issues

This course is intended for wealth advisors as well as lawyers and other professional advisors with an interest in suitability issues and ESG investing

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

By attending this workshop, you will:
• Learn more about the nature and purpose of impact investing/ESG
• 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

Download the PDF description


Trainers: Heiko Specking, Founder, specking+partners & John Pepin, CEO, Philanthropy Impact 

Cost: £450 (includes access to the handbook “Getting Ready For Changing Times”)

Discounts available for Philanthropy Impact and PIMFA members