The Personal Finance Society (PFS) has launched a new course designed to help financial advisers adapt to social and regulatory expectations around sustainable investment.
The course is aligned with the Financial Conduct Authority’s (FCA) recently issued ‘Sustainability Disclosure Requirements (SDR) and investment labels’ policy statement. This includes rules and guidance around the market for sustainable investment products, and which will be enforced from May 31. It also recognises the increased demand from clients wanting to invest sustainably.
The 50-minute e-learning course will help advisers meet the FCA’s expectations around its anti-greenwashing rule and unpack the regulator’s new investment labels. This will support them in offering correctly labelled products that comply with the SDR and assist customers to make informed decisions.
Learning Objectives
- Explain fundamental aspects of Sustainability Disclosure Requirements.
- Understand FCA regulations regarding anti-greenwashing and investment fund labelling.
- Identify examples of greenwashing across different mediums and suggest improvements.
Ian Simons, Director of Content and Capabilities for the PFS, said: “We are delighted to announce the launch of our new SDR and Anti-Greenwashing Rule spotlight focus course. The current social and regulatory climate calls for financial advisers to possess a well-rounded, in-depth understanding of matters relating to sustainability, sustainable investments, greenwashing, and SDRs. The course is carefully designed to help finance professionals feel confident in their ability to support clients, and ensure their practice is aligned with the FCA’s recent guidance.”
The course counts towards PFS member’s Continuing Professional Development.
Those seeking a more in-depth course on ESG and sustainable finance as a whole, are encouraged to explore the Spotlight: ESG and Sustainable Finance course.
