Financial Advisors will learn how to practically apply responsible investment, a must for advisors looking to grow their business over the next decade.

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About this course

  • €750,00
  • 0 lessons
  • 0 hours of video content

An Opportunity to Lead

  • Practical Knowledge

    The challenge for advisors is the extent of information available on the subject. This course provides time constrained advisors with knowledge hat can be practically applied in their practice.

  • Sustainability Preferences

    Advisors need to be better equipped to help clients ask the right questions, as part of ascertaining their sustainability preferences. Responsible Investment Advisors can better align preferences with solutions.

  • Grow Your Business

    Responsible Investment represents a huge opportunity for financial advisors to grow their practice, by being prepared to meet the changing demands of clients with an increased focus on sustainability.

Testimonials

Irish Life

by Michael Hayes, Investment Development Manager

“We were delighted to partner with Vincent McCarthy from the Responsible Investment Institute on the Responsible Investment Advisor (RIA) course. Vincent designed the course specifically for advisors and delivered it in a very practical way, giving them the tools to immediately apply a Responsible Investing framework, with its three pillars of Environmental, Social and Governance(ESG) into their business. Vincent’s deep knowledge and experience of the subject matter is matched by the passion he brings to the course which really brings the topic to life. We would highly recommend the course to anybody who is looking to understand not only the importance of Responsible Investing but also the logic underpinning it, the growing relevance it plays in all of our investment decision making and to better meet the needs of their clients.”

Acumen & Trust

by John Whitten, Investment Research Analyst

"I really enjoyed the course and learned a lot from it. The content is well organised, relevant and topical. I particularly enjoyed understanding the practical application of the much talked about ESG framework, with its three pillars of Environmental, Social and Governance. This course helped us understand our role as responsible advisors, which in turn allows us foster stronger relationships with existing clients and to attract new clients."

Heritage Wealth Management

by Gerard O'Brien, Director

"The course content is at a higher level than a simple intro. to ESG investing and pitched at asset manager level. I found this course to be extremely helpful in raising and contextualising all the issues that I am coming across in assessing ESG strategies today. The topics of ESG and sustainability have grown at such pace that it is very hard to keep up with developments. Nevertheless everything I needed to know was covered and Vincent was very much on top of his brief. I have already referred back to his notes on quite a few occasions for guidance and to better assess and sometimes challenge different ESG labelled investment propositions and styles.”

Hedderman Financial Solutions

Mark Hedderman, Chief Executive Officer

A very well constructed and delivered course, in what has become a very noisy space. Vincent's passion and commitment to the subject matter provides for a very informative and interesting course. Definitely a great value add for any advisory practice who are struggling to implement a sustainability strategy within their firm.

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