Webinar - ESG, SRI and Your Clients - Aligning Values with Investments
Join us for an insightful webinar that will delve into the diverse realm of sustainable investing, shedding light on the differences between ESG and SRI strategies.
This session aims to empower advisors with the knowledge to discuss their clients' values and preferences for sustainable investing. Gain insights into investment solutions and learn effective techniques for presenting them to your clients.
Don't miss out on this opportunity to enhance your expertise in sustainable investment practices!
The Learning Objectives for this Webinar are as follows:
Understand the different sustainable approaches to investing and distinguish between them.
Learn how to effectively interpret the values, priorities, and preferences of investors when it comes to sustainability within their investments.
Improve knowledge of the available solutions for different client segments.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.