16th May 2022
Responsible investment - preparing for a climate of change (60 minutes)
60 minutes CPD
Ryan Medlock and Fiona Hanrahan look at the current responsible investment landscape and discuss best practice in how to prepare and conduct client conversations.
They also explore the steps financial planners can take to integrate responsible investment considerations into advice propositions, including fact-finding, client segmentation, and combatting the evolving threat of greenwashing.