Course description
Gain a detailed insight into one of the key global trends of 2024, ESG investing.
You will:
- Discover the concept of environmental, social and governance (ESG) investing and socially responsible investing (SRI).
- Explore the history of Corporate Social Responsibility and the global events that led to the emergence of ESG.
- Learn the key administrative and regulatory differences between ESG and non-ESG funds.
- Consider the benefits and downsides of ESG investing strategies, as well as the current trends in this area.
- Explore the regulatory landscape in the UK, the US and Europe, in particularly the influence of the Sustainable Finance Disclosure Regulation on the fund industry.
- Learn the meaning of the term ‘greenwashing’ – and how to spot it in practice.
Upcoming start dates
Suitability - Who should attend?
The module has been designed for those relatively new to the financial services/asset management industry, or for more experienced practitioners who want to refresh their core knowledge.
Students typically include:
- investment/asset/fund managers
- fund administrators
- accounting or finance graduates
- accountants
- auditors
- company secretaries
- compliance professionals
- lawyers/solicitors
- support staff for custodians, banks, or trusts
Outcome / Qualification etc.
You will:
- Be introduced to the concept of ESG and SRI
- Explore the history of Corporate Social Responsibility and the global events that led to the emergence of ESG
- Learn the key administrative and regulatory differences between ESG and non ESG funds
- Consider the benefits and downsides of ESG investing strategies, as well as the current trends in this area
- Explore the regulatory landscape in the UK, the US and Europe, in particularly the influence of the Sustainable Finance Disclosure Regulation on the fund industry
- Be introduced to the term Greenwashing and how to spot it in practice
Course delivery details
This course is delivered through an online learning platform, providing you with 12 months’ access to bespoke, interactive course material, written by an industry expert.
There is no formal assessment for this course, so you can study and learn at your own pace, referring to the content as and when needed for the purpose of practice. There are one to two nominal hours of study recommended for this course.
Request info
CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...