Maximising impact/ESG investment client satisfaction - addressing suitability issues

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?

Maximising impact/ESG investment client satisfaction - addressing suitability issues

Event details
Location and contact details for this event.
Event type: 
21 Jun 2022 - 9:30am to 12:30pm
Venue address: 
Philanthropy Impact
+44 (0) 7403727806

This training course specially designed for professional advisors 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.

This course will allow you to open doors into new commercial opportunities, further develop your skills and competencies and enhance your business’s responsible investment proposition and improve client engagement levels and enhance your reputation.

This is coupled with receiving 3 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 accredited and CISI endorsed training and develop the skills that matter most.

Event registration
Event cost: 
For non-members of either Philanthropy Impact, PIMFA or CISI the training is £450. Members receive a discount of %10 and will pay £405.
Begin registering TODAY!!!
Suitable for: 
lawyers and other professional advisors with an interest in suitability issues and ESG investing