Ethical Advice Accelerator
BUILD DEEPER RELATIONSHIPS WITH YOUR CLIENTS BY BRINGING THEIR ETHICAL INVESTMENT PREFERENCES INTO YOUR FINANCIAL ADVICECOUNT ME IN! I'm ready to get confident with ESG and ethical investing.
YOU'RE UNSURE ABOUT ESG AND ETHICAL INVESTING
You're hearing these buzzwords mentioned but you don't know how to block out the noise and just focus on the important stuff needed for financial advice. You're unsure what environmental, social and governance (ESG) factors mean in relation to your clients.
YOUR CLIENTS HAVE STARTED ASKING QUESTIONS ABOUT WHERE THEIR MONEY IS INVESTED
More and more of your clients are wanting to align their investments with their own ethical preferences, and issues such as climate change are increasingly on their minds.
If you would like to confidently discuss environmental and social concerns with your clients, this program is for you.
YOU SHARE SOME OF THESE VALUES WITH YOUR CLIENTS
Bringing ethical and responsible investment advice into your service offering will help you build deeper relationships with your clients through the connection of shared values.
FINANCIAL ADVISERS LIKE YOU ARE WHAT INSPIRED ME TO BUILD THIS PROGRAM
" When Alexandra built up her consulting business, we were able to retain her ethical investment services and is an active and valuable member of our investment committee. I believe Alexandra would be a great resource for any business wanting to bolster their ethical investment advice to clients. "
ANDREW GASTON - MANAGING DIRECTOR
ACCORD FINANCIAL STRATEGIES
" I would highly recommend working with Alexandra for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values. Alexandra provides a professional service and knows all about ethical investing. "
PAUL GARNER - MANAGING DIRECTOR
" Alexandra has been the head of research at Altiorem, the world's first community built sustainable finance library, since May 2019. Pre-launch Alexandra led the development of Altiorem's curation, collection, publication standards and training programs. Post launch she has overseen and guided our community of over 50 volunteers in building the library and ensuring Altiorem's high standards are maintained. Alexandra produces work of the highest quality which is vital for the integrity and reliability of the library. Altiorem literally could not have existed without someone of Alexandra's skill, discipline, depth of knowledge and commitment leading these crucial areas of our work. Alexandra's positive and caring nature and her passion for responsible investment have made her a wonderful mentor, guiding students and industry professionals through Altiorem's training programs. I receive regular glowing feedback from the volunteer community on both the quality of our standards and training materials and how much they enjoy working with Alexandra. "
PABLO BERRUTTI - FOUNDER
Let's break down ESG, ethical and responsible investing, and sustainable finance. We start the program with ethical investing 101. By the end of this module you will be comfortable with all of the acronyms, terms and concepts.
ESG ISSUES: ENVIRONMENTAL
We cover ESG issues over two weeks. In this first module, you will grow your confidence in responding to the environmental concerns that your client wants to discuss with you, including climate change.
ESG ISSUES: SOCIAL & GOVERNANCE
We delve into social issues around human rights, plus you'll become familiar with common ethical investment exclusions: alcohol, tobacco and gambling. We also cover governance issues like bribery and corruption.
There are several reasons why ethical advice makes good sense. You will gain an understanding of changes in regulation, FASEA, the increase in client demand and the global trends that are linking sustainability and finance.
RESPONSIBLE INVESTING TECHNIQUES
To provide ethical advice, you'll need to know what techniques are used in ethical investment products. You will differentiate between positive and negative screening, impact investing and other types of ESG integration.
ENGAGEMENT & ADVOCACY
Engagement is a growing area and you will be able to distinguish current best practice from greenwashing techniques used by funds. You will learn the ways to support your clients in their own shareholder advocacy.
PRODUCT RESEARCH & ANALYSIS
With the foundations now in place, you'll be able to conduct ESG research and analysis of ETFs and managed funds. Using publicly available information, we practice key ways to select products for your clients and APL.
CLIENT COMMUNICATION & ADVICE
This module brings everything you have learned together. You will develop personalised documents to help you provide ethical advice and a fact find for discussing your client's ethical investment preferences.
There is some bonus content too.
Sshhhh... It's a surprise.
Ok, so I'm not going to tell you what the bonus content is - that would spoil the surprise.
There are two valuable extras that are worth mentioning.
- You will receive free membership to a private group called the Ethical Advice Community for a whole year. This group is for sharing ideas, asking questions, connecting and is a hub for helpful resources. It is not on Facebook. This community is a purpose-built group for members who are completing the program, accessible via your own dashboard.
- There's also a convenient app. You can follow along with modules using your device on the go. This makes the program even more flexible, and you can fit it around your own schedule.
1. What is ethical advice?
2. What is ESG?
3. Do I need to have ethical investments on my approved product list (APL)?
4. Do I need to be an Australian financial adviser?
5. What if I can't attend the weekly live sessions?
6. Do you offer a money-back guarantee?
7. What is the Ethical Advice Community?
You will develop everything you need to start having conversations with clients about their ethical investing preferences, plus the chance to practice your new skills during live workshops.
You will build the tools, resources and knowledge to confidently bring client preferences and ethical investing advice into your service suite, and know where to go for further information.
With live sessions throughout the program plus a whole year in the Ethical Advice Community, you will have support at your fingertips, including access to a network of peers and shared knowledge.
Early Bird Closing...