An increasingly socially conscious community is demanding transparency and evidence of their investments’ impact on society and the environment.

In this session, you will learn to navigate scepticism and handle questions around ESG to engage the socially aware and the proactive Millennials in preparation for the great transfer of wealth. Find out how you can adopt conversation guidelines and ask the right questions to steer client conversation on delivering long-term value through responsible investment.

Founder & Financial Planner, AJ Financial Planning
Association CPD Hours ASIC Knowledge Requirements FASEA CPD Areas Accreditation Number
FPA0.5Generic Knowledge (0.25 hour)
Skill Requirements (0.25 hour)
General (0.25 hour)
Client care and practice (0.25
AIOFP0.5Financial PlanningProfessionalism and EthicsAFPA21PE2021010
AFA0.33Client Care & PracticeAFA2021-0003