The trend towards ESG and impact investment is placing suitability issues at the heart of professional advisor/client conversations leading to enhanced client satisfaction. 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 related to suitability.
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.
