Delivery
Online course. Enrol at any time.
Commitment
Self-paced, Approx. 10 hours plus suggested readings
Cost
$750 USD + GST
Accreditation
Approx. 10 hours of CPD/CE. Certificate of completion.
Overview
This Australian and New Zealand adviser-focused course empowers you to confidently engage, research and advise clients with ethical values and sustainable investing objectives. Four effective learning pillars equip you with tools, templates and checklists to streamline the integration into your existing processes.
This course equips Australian and New Zealand advisers with the tools and confidence to integrate ethical values and sustainable investing objectives into their client advice. Through four key learning pillars, you’ll gain insights on how to build your compelling sustainable investment strategy and how to stand out with values-based advice.
Learning Pillars
1 —
ESG and sustainable investing strategies
A comprehensive overview of ethical investing, sustainability, and key ESG issues (environmental, social, and governance). Learn strategies and techniques including positive screening, divestment, engagement, sustainability themes and impact. Explore market trends, demand, financial performance and diversification through the lens of sustainable investing.
2 —
Investment research and client portfolios
Research, analyse and compare sustainable investments including managed funds and exchange-traded funds (ETFs). Differentiate ESG, investment processes and ethical charters used by fund managers and discern quality over greenwashing. Compile a list of preferred ethical and sustainable investment products for your clients and approved product list (APL).
3 —
Client conversations and advice processes
Implement your unique and personalised fact finding process and systemise client discussions about ethical preferences. Establish your go-to resource bank for ESG issues and values and have everything in place for engaging client meetings. Build the elements and commentary for your advice documents and be prepared
to provide the best advice for your clients.
4 —
Solutions to attract and retain clients
Craft your sustainable investment philosophy and effectively convey the rationale to your clients, and throughout your website and communications. Develop a strategy to promote and introduce your ethical and sustainable investment services to new and existing
clients. Create assets and ongoing collateral to nurture and connect with clients such as newsletters, articles, and education packs.
Modules
1 ESG and sustainable investment advice
2 Market drivers and sustainability trends
3 Nature and climate change risks and opportunities
4 ESG issues for adviser and client readiness
5 Sustainable investment strategies
6 Engagement and shareholder advocacy
7 Research, compare and recommend
8 Client communications and advice solutions
BONUS Attract and retain clients
The course had an excellent offering of speakers and content, which seems to improve each year. Brilliantly organised, it was an easy experience to enjoy and a great opportunity to share conversations with like minded people.
‍
Adam Drinkwater
Senior Adviser & Partner, Treysta Wealth
