Sustainable and Responsible Investment

There is more focus than ever before on sustainable and green investment and other environment, social and governance (ESG) considerations, plus increasing emphasis from regulators on integrity in this area. This includes reporting requirements and a need for all professionals to have an understanding of the key concepts with regards to responsible finance. This short online course covers the essential knowledge all professionals need in this area without having to sit a full exam. Consisting of eight and half hours of learning, which you can study at your own pace and on any device and an online test, passing this course gives you a certificate from a Chartered body demonstrating your competence to existing and future employers.

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Why learn about Sustainable and Responsible Investment?

Threats such as climate change and populations growing across the world, only mean that sustainable and responsible investment approaches that seek to consider environmental good and financial return are more in demand. Clients are more frequently asking for information and practitioners need to ask themselves if they have enough knowledge and information to answer those questions and to unravel the jargon for their consumption. In an investment context, the incorporation of sustainable and responsible investment presents new challenges to traditional portfolio construction. It is, typically, viewed as an investment constraint, but this is not always the case and this Professional Assessment will explain why. It will give the learner an overview of terminology used, explain the use of benchmarks and examine future trends.

What are Professional Assessments?

These newly developed short online self-learning courses combine first-class content with a test and a formal certificate of achievement, in one simple cost-effective package. Developed with experts and subject specialists, our Professional Assessments contain the most relevant and up to date material on key topics which affect the financial services sector today. A mix of interactive content, the course comprises videos, interviews, reading and extra references and supportive materials that enhance your understanding as you are learning.

Undertake the learning at your own pace and then sit the test at the end when you are ready. Similar to our Professional Refresher e-learning modules and world-renowned examinations, Professional Assessments are completely flexible, so you can choose when to study and when to take the test.

Key features

Short course of online self-learning taken anytime and anywhere on any device with an assessment certificate when you pass

Covers the essential information needed by professionals working in financial services on this subject

Enhances understanding of all the key elements from a global perspective

Written and reviewed by a team of experts

Hear from the experts


Who is it for?

Regardless of whether you are advising clients or not, a broad understanding of this topic is now essential for everyone working in financial services.

If you are looking for a course that covers what the main definitions are, an understanding of ESG and its integration, greenwashing, what the global developments are and how this might all apply for consumers then this Professional Assessment provides an excellent overview. Designed by a global team of experts, this course is relevant for wealth and investment managers advising clients but also those working across other financial services functions, including risk, compliance, asset management, banking, insurance, operations and financial planning. Completion of the course will give you a certificate that you can use to demonstrate your competence in this area.

What others are saying

Given the upsurge of customers interest in ESG investments, having a better understanding of where ESG comes from and what ESG currently looks like is essential particularly as it becomes part of normal investments. I feel this course it is extremely important for all those working in the financial services sector and I would definitely recommend it to colleagues.
James Barclay, Head of Compliance, Worldwide Financial Planning
This course is excellent for those new to this area and even for those with an existing grounding in this area – I’ve been working in Financial Services for 20+ years advising on ethical investments throughout that time and yet it was so helpful to get a comprehensive overview of all of the related law, regulation and initiatives given the pace of change over the last five to ten years. The comprehensive and up-to-date nature of the course will be very useful and a worthwhile investment of time for any professional, I’d definitely recommend it.
Dr Robin Keyte CFPTM, Director, Keyte Limited

Course contents

Definitions and terminology

The crossover with ESG

Initiatives, standards and guidance

Global developments

Regulatory concerns and requirements

Identifying greenwashing

Appropriate benchmarking strategies

Client sustainability objectives

ESG integration

The future sustainable and responsible landscape

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Member price

Includes 1 year access to the Professional Assessment

Two attempts at the end of module test1

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Non-member price

Includes 1 year access to the Professional Assessment

Two attempts at the end of module test1

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1After two unsuccessful attempts at the end of module test, subsequent tests will be at a reduced 50% rate