“Ethical”, “sustainable” and “ESG” are all terms used that take account of clients’ concerns around making a net positive impact on the world. How do we quantify each term and measure the impact it is having on a client’s portfolio and the world at large?
This session will break down some of the common ethical investing terms and provide a framework to assess and discern between different products as well as players and providers in the space. We’ll point you in the right direction to credible resources that will assist you in the due diligence process to making informed ESG decisions.
|Association||CPD Hours||ASIC Knowledge Requirements||FASEA CPD Areas||Accreditation Number|
|FPA||0.5||Generic Knowledge (0.25 hour) Financial Planning (0.25 hour)||General (0.25 hour) Technical competence (0.25 hour)|
|AIOFP||0.5||Financial Planning||Technical Competence||AFPA21TC2021002|