Vitality Academy video learning course launched to help financial advisers embed Environmental, Social and Governance (ESG) funds into their client suitability reports.In our brand-new CPD video series, ESG Explored, we tackle the big questions on financial advisers’ minds when it comes to integrating ESG funds into the advice process.
With the opportunities available within this space widely recognised, we have teamed up with industry leaders – Dynamic Planner, Defaqto, MSCI and financial adviser, Jack Dudley – to go one step further to provide practical guidance on getting the best outcomes from ESG client conversations.
Across the series, available via the Vitality Academy and on Vitality Adviser YouTube, we explore researching sustainable funds and conducting due diligence, the outlook for regulation and how to talk about sustainable investing in an effective way with clients, and more.
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