Professional Toolkit
Integrating Sustainability in Investment Advice
A practical firm-level toolkit for advisory firms looking to strengthen their approach to sustainability policies, client engagement, fund selection and implementation.
A structured resource for advisory firms
The toolkit includes video guidance, a practical guide, firm-level checklists, a glossary and supporting resources to help firms move from broad sustainability commitments to a more structured advice process.
View the ToolkitPractical Adviser Training
From regulation to real-world implementation
Since launching the Responsible Investment Advisor (RIA) and Responsible Investment Trustee (RIT) courses in 2020, the Responsible Investment Institute® has helped advisers, trustees and professionals build practical knowledge in responsible investment, ESG, sustainability and impact.
Our training is designed to bridge the gap between regulation and real-world implementation, helping firms move from theory and templates to better client conversations, investment oversight and decision-making.
Live Courses
Courses Available Live for Firms
Courses can be delivered to adviser teams, trustee groups, investment committees and professional audiences. Existing courses can also be adapted around the needs of your organisation.
Fundamentals of ESG
A clear and practical introduction to ESG, covering its history, implementation, ratings, impact, misconceptions and use across sectors.
SFDR: Going Beyond the Templates
A practical course for advisers and brokers who need to interpret SFDR classifications, review fund templates, avoid greenwashing risk and support client needs.
Sustainability Preferences in the Advisory Process
Designed to help advisers integrate sustainability preferences into suitability assessments as naturally as risk and return.
Responsible Investment Foundations
A high-level overview of responsible investment, ideal for those new to the area or looking to clarify the fundamentals.
Fundamentals of Responsible Investment
Explores the drivers of responsible investment, how ESG is applied and the practical considerations, opportunities and limitations for different stakeholders.
Responsible Investment Advisor (RIA)
An eight-module course designed for financial advisers. It provides practical frameworks and tools to help integrate ESG into the advice process. Accredited by IoB and LIA.
Responsible Investment Trustee (RIT)
An eight-module course tailored to pension trustees, focused on integrating ESG into investment governance. Accredited by IoB and LIA.
Organisation Training
Training for Your Organisation
We deliver courses directly to organisations as part of internal training and professional development initiatives.
We can also work with firms to design tailored content aligned with specific goals, audiences or regulatory needs.
Training can support
Adviser education and professional development
Trustee training and investment governance
Focused workshops on responsible investment, ESG and sustainability topics
Discuss Training
Interested in training for your firm?
To enquire about live courses, firm training or tailored workshops, please get in touch.
Enquire About TrainingInstitutional Education
Trusted to Deliver Practical Education
“ILIM worked with the Responsible Investment Institute to provide a tiered training initiative. This training included a responsible investment fundamentals programme for all staff, a client interaction programme for client-facing staff and module-based training for more specialised employees.”
Irish Life Investment Managers
2024 Stewardship and Responsible Investment Report, published 2025