The Personal Finance Society has launched a course to give advisers an in-depth understanding of expectations around sustainable investments.
The course is aligned with the Financial Conduct Authority’s Sustainability Disclosure Requirements and investment labels’ policy statement.
This includes rules and guidance around the market for sustainable investment products which will be enforced from May 31.
According to the PFS, the course also recognises the increased demand from clients wanting to invest sustainably.
Ian Simons, director of content and capabilities for the PFS, said: “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 three objectives of the course are:
- Explaining the fundamental aspects of SDR
- Understanding the FCA’s regulations regarding anti-greenwashing and investment fund labelling
- Identifying examples of greenwashing across different mediums and suggest improvements
Simons added: “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 50-minute e-learning course aims to help advisers meet the FCA’s expectations around its anti-greenwashing rule and unpack the regulator’s new investment labels.
The PFS said this will enable advisers to offer correctly labelled products that comply with the SDR and help customers make informed decisions.
alina.khan@ft.com
