ESG and Sustainable Finance- Sneak Preview and key tools from new CII course
About This Webcast
Alan Whittle and Rebecca Kowalski will share key takeaways from upcoming new digital course from the CII, including: - The importance of Net zero, environmental protection, social justice, and improving corporate governance to achieving investment aims and objectives. OR why environmental, social and governance issues cannot be ignored in investment and financial planning advice. - What motivates clients to want to invest sustainably? - Key considerations for building a sustainable investment proposition that delivers for you and your clients - How integration of sustainability challenges into financial planning facilitates Consumer Duty outcomes - The connection to Consumer Duty - What type of sustainable finance advice do you want to deliver. Should you have any queries, please contact us at digitalevents@cii.co.uk
Speakers
Rebecca Kowalski
Director , Overstory Finance
Overstory Finance works both with individual IFA firms and with other professional partners to deliver positive sustainable finance outcomes for individual businesses, their clients and the financial planning profession. The Overstory is the forest canopy and Rebecca enjoys encouraging advisers to reach for the skies when it comes to adapting to sustainability linked risks and opportunities.
Alan Whittle
Chartered Financial Planner MSc FPFS , Director, Unburdened Solutions