ESG Accord has launched a sustainability course to help the financial advice profession with the Sustainability Disclosure Requirements (SDR) and Consumer Duty.
‘Sustainability in the Investment Advice Process' is a ten-module online course which is free to access, CPD-accredited, and formally recognised by The London Institute of Banking & Finance (LIBF). It is designed for financial advisers, paraplanners, compliance teams and support staff. The course directly supports advisers' work under Consumer Duty and SDR, including how to avoid "sludging," recognise "greenwashing," and match client objectives with investment pathways. One course learner said: "It was useful from a business development perspective to understand how SDR is guiding adv...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
