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- Seminar schedule
Today, clients expect sustainable investment solutions from their financial service provider that are also attractive from a financial point of view. Sustainable investments are therefore an important trend, which is reflected in a growing range of products and strong inflows of funds. The inclusion of environmental, social and ethical criteria (ESG criteria) in investment decisions requires financial professionals to have in-depth knowledge of the complex interplay of these ESG factors. The ESG-CA course qualifies advisors to competently inform their clients about ESG and to suggest the right sustainable investment solution for them.
Learning objectives:
- You will be able to distinguish and assess different types of sustainable investments
- Know the needs of sustainable and value-oriented investors
- You will be able to assess client needs with the help of a client typology
- You can advise clients professionally and meet their needs
- You can support your company in setting up investment solutions and integrating them into the client advisory process
Content:
- Module 1: Market overview
- Market overview: concepts and classification of sustainable investments, stakeholders
- Regulatory developments and trends
- Growth factors
- Module 2: Investment strategies, focus on the climate
- What do ESG or sustainability strategies look like in concrete terms?
- Advantages and disadvantages of different strategies
- Climate change: Identification and reduction of climate risks as well as investment strategies for the promotion of climate-friendly technologies and companies
- Module 3: Advisory focus
- Professional advice to different types of sustainable investors
- Evaluation of client needs with regard to sustainable investments
- Knowing the key motives of clients for sustainable investments
- Identifying the advantages and disadvantages of different strategies
- Module 4: Product perspective
- Identify, differentiate and assess sustainable investments
- Basics of ESG ratings and criteria for classifying fund products
- Evaluation grid, transparency and quality standards
- Illustration based on concrete case studies
Important information:
- Four online seminars of two hours each
- Course languages: German or French
- ESG-CA certificate from AZEK is awarded after passing a multiple-choice examination
- Seminar schedule
- Exam dates 2021: 29.6.2021, date autumn 2021 not yet known