Maximising impact/ESG investment client satisfaction - addressing suitability issues in partnership with The IA
This training course specially designed for professional advisors 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 planning for equivalency with EU MiFID II suitability.
This course will allow you to open doors into new commercial opportunities, further develop your skills and competencies and enhance your business’s responsible investment proposition and improve client engagement levels and enhance your reputation.
This is coupled with receiving 3 CPD points and a free copy of the Philanthropy Impact online handbook–your go-to resource for delivering an effective philanthropy advice service.
So sign up today and join us on our CPD accredited and CISI endorsed training and develop the skills that matter most.