Responsible Investment Courses

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.

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SFDR – 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.

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Sustainability 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.

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Responsible Investment Foundations

A high-level overview of responsible investment, ideal for beginners. Clarifies the fundamentals and cuts through confusion with practical examples and insights.

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Fundamentals of Responsible Investment

Explore the drivers of responsible investment, how ESG is applied, and the practical considerations, opportunities, and limitations across stakeholder groups.

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Responsible 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.

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Responsible 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.

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Training 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.

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