Sustainable Investing in Wealth Management

Impact and Sustainable Investing in wealth management is a training course for financial professionals who need a foundational understanding of sustainable finance to better serve their clients.  

This three-day training is designed for professionals from private banks and family offices who advise clients and develop wealth management solutions and products as well as those responsible for moving forward wealth management divisions in the area of sustainable finance. The course draws on CSP’s learnings from 8 years of helping ultra-high net worth individuals develop and implement sophisticated sustainable investment strategies with impact at their centre. The training is a combination of theory and practice, with high levels of interactivity and deep dives into topics such as:

What is sustainable and impact investing and how to understand the different sustainable investing approaches used to create sustainable funds and products

Understand the sustainable investing landscape to have better conversations around sustainable investing with clients and understand their needs better

How different investments fit different client profiles and can be built up into portfolios

Be able to interpret ESG and impact measurement data to be able to respond to client questions as well as build better sustainable investment capabilities 

We offer this training online, with the option to attend some of the classes in person. We offer alumni meet-ups for cohort participants twice per year.