Certified CPD training course - Suitability training course

Maximising impact/ESG investment client satisfaction - addressing suitability issues

Certified CPD training course - Suitability training course

Event details
Location and contact details for this event.
Event type: 
Training
Date: 
10 Feb 2022 - 9:30am to 12:30pm
Venue address: 
WEBSITE
Organisation: 
Philanthropy Impact

 

 

 

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.

WHY ATTEND:
• 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 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


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

Registration: by 6 February 2022

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

Discounts available for Philanthropy Impact and PIMFA members

 

In partnership with

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. Terms and conditions

 

Download the PDF description 

Event registration
Event cost: 
£450, Discounts available for Philanthropy Impact and PIMFA members
Registration: 
Zofia.sochanik@philanthropy-impact.org
Suitable for: 
wealth advisors as well as lawyers and other professional advisors with an interest in suitability issues and ESG investing