Maximising ESG/impact investment client satisfaction - addressing suitability issues
The trend towards ESG/impact investment is placing suitability issues at the heart of professional advisor/client conversations as seen with the recent FCA Consumer Duty regulations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances and ability to bear risk.
This course is specifically designed for private client advisors, wealth management, private banking, financial advisors, tax and legal.
Are you equipped to talk to your clients about their values, motivations, ambitions and goals - capturing their ESG/impact investing preferences?
This course will allow professional advisors (private client advisors, wealth management, private banking, financial advisors, tax and legal) to (U)HNWI and families to open doors into new commercial opportunities, further developing your skills and competencies and enhance your business's responsible investment proposition and improve client engagement levels and enhance your reputation. This training will also be, putting you in a better position to fulfil your clients’ needs as well as supporting your firm to implement FCA Consumer Duty rules which will require firms to put their customers' needs at the heart of what they do; as well as preparing to meet potential EU MiFID II suitability regulation equivalency.
This is coupled with receiving 3 Certified CPD points and a free copy of the Philanthropy Impact online handbook - your go - to resource for delivering an effective philanthropy advice service.
So sign up today and join us on our CPD Certified and CISI Endorsed training and develop the skills that matter the most.