Wealth Management
Upcoming Session
Please inquire via
info@cspnorthamerica.org
Dates: tbd
Time: 4 hours
Format: In-person
Location: tbd
Fee: Kindly inquire*
Program Overview
Who Would Benefit
Schedule & Fees
Program Overview
The CSP Applied Sustainable Investing in Wealth Management course combines years of
academic research with the practical principles of implementing sustainable investing in practice.
Course Outline
Why Sustainable Investing is important in Wealth Management
- Exponential growth in sustainable investments
- Gap between wealth owners’ sustainable investing interests and actions
- Wealth owners have different motivations for sustainable investing
- Sustainable investing as a process
- Sustainable investing tools and products
- Sustainable investment portfolio for wealth owners
- Real world sustainable investment funds
Tools and Approaches for Sustainable Investing
- Screening – Exclusion and Best-in-Class
- ESG Integration
- Voting and Engagement – Active Ownership
- Thematic and Impact
- ESG ratings
- Real world application of sustainable investing tools
- Sustainable approaches by complexity and impact
Developing a Sustainable Portfolio
- Impact of sustainable investment as an investor
- Impact of sustainable investment on the company
- Real world investment products by investor and company impact
- Matching wealth owner’s motivation on impact with the right sustainable tools and products
Who Would Benefit
Who Should Attend
This course is for financial professionals working at banks and wealth managers with affluent to ultra-high net worth clients.
Target roles include relationship managers, wealth managers, private banking sales/account managers, product specialists and client operations.
Pre-Requisites
Basic understanding of ESG, SDGs, and investment spectrum.Schedule & Fees
Fees
Please inquire (eligible for IBF subsidy)
Registration and Schedule
Please contact info@cspnorthamerica.org
