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Integrating Sustainability in Investment Advice
CourseA Practical Guide for Advisory Firms and Brokers on how to integrate sustainability into the advice process. By following the guidelines and completing the checklists, firms can track progress, identify gaps, and improve their approach over time.
€295
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Fundamentals of ESG
CourseUnlock the essentials of ESG—trace its origins, grasp the rise, and master the framework. Dive into double materiality, compare ESG with CSR and SDGs, and navigate ESG ratings. Understand the controversies and challenges shaping the future of ESG.
€95
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SFDR: Fund Classification and the ESAs Assessment
CourseReview the key aspects of SFDR and gain valuable insights through a detailed analysis of the European Supervisory Authorities' latest publication: Joint Opinion on the Assessment of the Sustainable Finance Disclosure Regulation (SFDR).
€50
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Responsible Investment Essentials for Advisors
CourseThis online course provides advisors with the essentials of responsible investment, a must for advisors, and the flexibility to complete the course in their own time. [Duration c. 2-3 Hours]
€95
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SFDR: Shaking off the Kafkaesque haze
CourseGain essential insights into Sustainable Finance Disclosure Regulation and stay ahead of changing regulations. We'll cover key aspects of fund classification, categorisation, and the latest takeaways from the ESA's SFDR assessment.
€50
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Moving ESG from investor-led to board-led
CourseThis webinar presents the case on why boards need to take the lead on ESG. It looks at board behaviour, the challenges directors are highlighting, responsibility for ESG, and moving ahead with key initiatives.
Free
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Sustainable Investing in the USA
CourseThis webinar features Leslie Samuelrich, President of Green Century Capital Management in Boston, who will share her insights and approach to sustainable investing in the USA, discussing impact, greenwashing and the current political pushback.
Free
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5 Pitfalls to Avoid When Discussing Sustainability Preferences
Digital downloadLearn how to avoid common compliance pitfalls and improve how your firm handles sustainability preferences in advice.
Free
Advisor Hub
Professional on-demand and live courses designed for advisors and wealth management professionals who want to lead on responsible investment.
Since launching the Responsible Investment Advisor (RIA) and Responsible Investment Trustee (RIT) courses in 2020, we’ve helped advisors authentically and effectively integrate ESG, sustainability, and impact into their advice process — from understanding client preferences to investment manager selection.
Courses Available Live for Firms
Independent, Practical Education for Advisors, Trustees, and Professionals
Our courses are designed to bridge the gap between regulation and real-world implementation. Whether you're new to ESG or looking to deepen your expertise, the Responsible Investment Institute® provides accredited, practitioner-led training with immediate application.
Fundamentals of ESG
A clear and practical introduction to ESG. Covers the framework’s history, implementation, ratings, impact, misconceptions and how ESG is used across sectors.
📩 Contact Us to Learn MoreSFDR – Going Beyond the Templates
Helps advisors and brokers interpret and apply SFDR regulation. Learn how to read fund classifications and templates, avoid greenwashing, and support client needs.
📩 Contact Us to Learn MoreSustainability Preferences in the Advisory Process
Designed to help advisors integrate sustainability preferences into suitability assessments as naturally as risk and return — turning compliance into confident conversations.
📩 Contact Us to Learn MoreResponsible Investment Foundations
A high-level overview of responsible investment, ideal for beginners. Clarifies the fundamentals and cuts through confusion with practical examples and insights.
📩 Contact Us to Learn MoreFundamentals of Responsible Investment
Explore the drivers of responsible investment, how ESG is applied, and the practical considerations, opportunities, and limitations across stakeholder groups.
📩 Contact Us to Learn MoreResponsible Investment Advisor (RIA)
An eight-module course designed for financial advisors. Offers hands-on frameworks and practical tools to integrate ESG and meet both regulatory and client demands. Accredited by IoB and LIA.
📩 Contact Us to Learn MoreResponsible Investment Trustee (RIT)
Tailored to pension trustees, this eight-module course offers a clear path to integrating ESG into investment governance. Accredited by IoB and LIA.
📩 Contact Us to Learn MoreTraining for Your Organisation
We deliver our courses directly to organisations as part of internal training and professional development initiatives. We also work closely with firms to design tailored content aligned with specific goals or regulatory needs. Whether you're interested in one of our existing programmes or want to explore a custom solution, we'd love to hear from you.
📩 Get in Touch