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ESG Explored: A practical guide for financial advisers

Published: 16/09/2021

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.

Boost your CPD.

If the course meets your learning objectives, you can claim up to 60 minutes of CPD and download your certificate from the Vitality Academy once you’re done.

Returning users can log into the Vitality Academy or new users can register for the Vitality Academy.
What is Vitality Academy?
The ESG Explored series is also available to watch on the Vitality Adviser YouTube channel.

View Playlist here.
Find out more about how Vitality’s Serious Illness Cover can offer more relevant, comprehensive cover for your clients:
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Where to next?

  • Why ESG cannot be ignored 

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    It's becoming increasingly difficult for financial advisers to avoid incorporating Environmental, Social and Governance (ESG) funds into their Centralised Investment Proposition (CIP).

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  • ESG investing: Five facts

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    Avoid guilt trips, take a balanced approach and watch out for “greenwashing”. Here are some useful tips to getting client conversations right around ESG.

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