CPD Courses

Maximising impact/ESG investment client satisfaction - addressing suitability issues

Training Course Philanthropy Impact

About the CPD course

Wealth management advisors to (U)HNWI preparing for changing times - adding value to existing FCA regulated suitability approaches to impact/ESG investing; matching impact investment strategies with investor’s values; motivations; ambitions and goals; capturing their ESG preferences. The trend towards impact/ESG investment is placing suitability issues at the heart of wealth advisor/client conversations; moving beyond current discussions with clients about their investment objectives; their financial circumstances and ability to bear risk. This course will allow wealth advisors to further develop their skills and competencies; putting them in a better position to fulfil clients’ needs; while preparing for potential FCA regulatory changes.

CPD Provider

Philanthropy Impact

Philanthropy Impact

Philanthropy Impact

We work with advisors, philanthropists, charities and governments to develop greater expertise, awareness and impact in philanthropic action. We provide resources, bespoke events and platforms to support the development of the philanthropy sector.

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