The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.

The new ‘Spotlight: ESG and Sustainable Investment Advice’ course has been written by sustainable finance experts Rebecca Kowalski FPFS and Alan Whittle FPFS.

The PFS said the course will help finance professionals to incorporate sustainable investment advice throughout their leadership and business practices.

It will also support advisers in their implementation of Consumer Duty, by helping to cater to the sustainable and ethical preferences of clients. 

Course learning outcomes include:

• Understand the nature and complexity of sustainable finance
• Recognise how the global transition to a sustainable economy impacts risk, costs, opportunity, and reward
• Understand the importance of engaging with sustainability in the current consumer market
• Identify sustainable and ethical products and understanding their uses 
• Apply practical skills relating to investment selection, education and communication
• Build resilient, high-quality ESG/sustainable advice propositions

Don MacIntyre, interim chief executive of the PFS, said: “This is an opportunity for finance professionals to gain valuable understanding of this important topic in order to best meet their clients’ needs.”

The Spotlight: ESG and Sustainable Investment Advice course meets the Chartered Insurance Institute and membership requirements for 12 hours of CPD.

Registration and more information on the Spotlight: ESG and Sustainable Investment Advice course can be found here.