Available to all UK financial advice firms, the course delivers five hours of LIBF-learning and CPD accreditation via the Accord Initiative’s Accord Academy.
The new course joins the technical sustainability compliance specialist’s growing suite of accredited learning resources, including the Anti-Greenwashing course – also LIBF learning and CPD accredited. Together, these courses provide advisers and paraplanners with practical tools to meet both regulatory expectations and client demand for clarity and informed choice in sustainable investing.
ESG Accord regularly engages with the FCA and is a member of the FCA’s Disclosure and Labels Advisory Group. The organisation works closely with advice firms of all sizes, as well as fund managers and discretionary fund managers (DFMs).
The launch of Sustainability in the Investment Advice Process coincides with a major update to the Accord Initiative website and its free SDR-ready Suitability Toolkit. This toolkit provides advisers and paraplanners with process templates to help ensure every client is asked about their investment preferences across conventional, ESG, sustainable, and values-based pathways.
Access the Sustainability in the Investment Advice Process course now: CLICK HERE
Access a summary of the Sustainability in the Investment Advice Process course content: CLICK HERE
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