Self-certified CPD training course - WEALTH ADVISORS PREPARING FOR CHANGING TIMES ADDING VALUE TO EXISTING REGULATED SUITABILITY APPROACHES TO IMPACT/ESG INVESTING

A course developed specially for wealth advisors

Self-certified CPD training course - WEALTH ADVISORS PREPARING FOR CHANGING TIMES ADDING VALUE TO EXISTING REGULATED SUITABILITY APPROACHES TO IMPACT/ESG INVESTING

Event details
Location and contact details for this event.
Event type: 
Training
Date: 
15 Sep 2021 - 9:30am to 12:30pm
Venue address: 
WEBSITE

 

 

 

Please note that this training course can only be booked by contacting Zofia Sochanik

on email: zofia.sochanik@philanthropy-impact.org

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.The trend towards impact/ESG investment is placing suitability issues at the heart of advisor/client conversations.

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 10 September.Register by sending an email to  zofia.sochanik@philanthropy-impact.org

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 invitation 

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