It is far harder to define the desire to do good with our investments than it is to define a financial goal, and trickier still to measure the difference that our investments are making. With the generous support of Aviva Investors, we are delighted to offer a programme that will help Independent Financial Advisers to steer their clients through this complex landscape, so that they can make choices that align with their personal values.
Professor Stephen Bach, Executive Dean, King’s Business School
12 August 2024
King's Business School to offer free programme to help IFAs deliver good client outcomes around sustainable investment
King’s Business School is launching a new programme designed to help ensure that consumers’ interest in sustainable investment is supported by adequate and appropriate advice. Generously supported by Aviva Investors and made available free-of-charge, the programme will help Independent Financial Advisers (IFAs) with their obligations under the Consumer Duty as well as the changes being introduced this year with the new Sustainability Disclosure Requirements.
King’s Business School’s free new online course for Independent Financial Advisers, Paraplanners and Compliance professionals will be delivered by a mix of experts with extensive experience of working directly with clients and IFAs, as well as leading researchers on sustainable and climate finance. The programme has been designed to ensure that attendees can:
- Manage the increased reporting and changed requirements of the Consumer Duty within their own firms
- Advise clients with more confidence around ESG and sustainability
- Understand the new SDR and investment labels regulations.
- And ultimately provide better advice.
The programme is accredited by the Chartered Institute of Personnel and Development for Continuing Professional Development purposes. On successful completion of the programme, participants will receive an online badge that they can post on their social media profiles.
Seventy-four per cent of consumers questioned in the FCA's Financial Lives 2022 survey agreed that 'environmental issues are really important to them', but this interest is not yet reflected in the proportion of assets invested sustainably. By making IFAs more confident when discussing sustainability with their clients, we can help close this gap and bring more capital to bear on some of the world’s big challenges.
Mark Versey, Chief Executive Officer of Aviva Investors & Chair of the King’s Business School Advisory Council
Find out more
Find out more about the 'Consumer Duty: Delivering Good Client Outcomes' programme for Independent Financial Advisers, paraplanners and compliance professionals.