London, 16 September 2024 – Philanthropy Impact, in partnership with The University of Zurich's Center for Sustainable Finance and Private Wealth (CSP), is pleased to announce the launch of a new, bespoke training course designed for private client professional advisors. This programme is set to equip wealth managers and financial advisors with the essential skills and insights to excel in the rapidly evolving field of responsible investing.
Meeting the Growing Demand for Values-Based Finance
With an increasing shift towards consumer-centric financial models, driven by demand for personalised and ethical financial services, the need for sustainable investment solutions has never been greater. This change is further accelerated by tighter regulatory requirements that push for more responsible investment strategies.
The course, titled "Understanding Impact and Sustainable Investing for Client Retention," will provide professional advisors with the knowledge to strengthen client relationships by offering impactful investment options.
Key Course Features Include:
· In-depth Insights: Detailed exploration of impact and sustainable investing principles and strategies.
· Regulatory Guidance: Up-to-date advice on navigating regulations like Consumer Duty and the Sustainable Disclosure Regime .
· Client Relationship Building: Practical tools for fostering values-based discussions and strengthening client trust.
John Pepin, CEO of Philanthropy Impact, emphasized, “As the demand for sustainable investment options grows, it is critical that advisors are well-equipped for values-based discussions with clients in order to meet their needs, to manage the risks associated with regulatory compliance issue, and to navigate both the opportunities and responsibilities this presents.” Francesca Spoerry, Head of Trainings and Partnerships Center for Sustainable Finance and Private Wealth (CSP), University of Zurich, added, "This collaboration aims to set a new standard in financial advisory by integrating ethical considerations into investment strategies, thereby aligning client's wealth with their values."
For further details about this training, please contact:
John Pepin
Chief Executive, Philanthropy Impact
Phone: +44 (0)780 305 1674
Email: john.pepin@philanthropy-impact.org Website: www.philanthropy-impact.org
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About Philanthropy Impact:
Philanthropy Impact is a leading organisation dedicated to advancing impact investing and philanthropy. By fostering collaboration and innovation, Philanthropy Impact aims to amplify capital flow for social good.
About The University of Zurich’s CSP:
The CSP at the University of Zurich is renowned for its cutting-edge research and education in sustainable finance. It aims to bridge academic rigor with practical insights in the finance sector.
