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Ethical Advice Accelerator

BUILD DEEPER RELATIONSHIPS WITH YOUR CLIENTS BY BRINGING THEIR ETHICAL INVESTMENT PREFERENCES INTO YOUR FINANCIAL ADVICE.

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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.

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ETHICAL ADVICE ACCELERATOR IS HELD 3 TIMES PER YEAR:

AUTUMN, WINTER AND SPRING.

 

Each program has limited spaces to ensure you receive dedicated support in a small group.

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" 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

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" 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

NOVO WEALTH

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INTRODUCTION

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.

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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. 

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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.

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MARKET DRIVERS

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.

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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.

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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.

BONUS

There is some bonus content too.

 

Sshhhh... It's a surprise.

Enrolments for Spring program opening...

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