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Finance, Trust

CLTI CPD Module: An Introduction to ESG Funds and Investing

Course details




Online self-study for 1-2 hours – begin at any time

Course Overview

This CPD module uses real life case studies to explore the concepts, regulatory landscapes and key features of ESG funds, and how they differ from non-ESG funds.

This module has been designed for those who are relatively new to the financial services/asset management industry or more experienced practitioners who want to refresh their core knowledge.

Students of this course typically include:

  • Investment/asset/fund managers
  • Fund administrators
  • Accounting or finance graduates
  • Accountants
  • Auditors
  • Company Secretaries
  • Compliance professionals
  • Lawyers/Solicitors
  • Support staff for custodians, banks or trusts.

Course Content

On completion of this module you will be able to:

  • Be introduced to the concept of ESG and SRI
  • Explore the history of Corporate Social Responsibility and the global events that led to the emergence of ESG
  • Learn the key administrative and regulatory differences between ESG and non-ESG funds
  • Consider the benefits and downsides of ESG investing strategies, as well as the current trends in this area
  • Explore the regulatory landscape in the UK, the US and Europe, in particular the influence of the Sustainable Finance Disclosure Regulation on the fund industry
  • Be introduced to the term Greenwashing and how to spot it in practice

This course is delivered through an online learning platform, providing you with twelve months’ access to bespoke, interactive course material written by an industry expert. There is no formal assessment for this course, allowing you to study and learn at your own pace and refer back to the content as and when needed for the purpose of practice. There are 1-2 nominal hours of study recommended for this course.

Purchase of the CPD module includes access to the recording of our Q&A webinar with Rebecca Craddock-Taylor, director of Sustainable Investment at Gresham House and Jennifer Strachan, Sustainability and business Development Manager at IAM Advisor chaired by Victoria Le Poidevin, Director at Offshore Limited.

Once you have completed the CPD module, you will be issued with a certificate of completion.

Course Benefits

This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, ESG Investing.

Next Steps

Whilst we at the GTA promote and facilitate the STEP programmes, bookings are made directly with CLT International, STEP’s exclusive training provider. To enrol please book online.

Course Tutor

  • CLT International

    CLT International has been providing certificated training and qualifications to professionals in the private client and wealth management industry since 1999. As an international company operating in over 90 global centres, we provide training to over 3,000 delegates per year and are also the exclusive provider for STEP, the worldwide professional association for those advising families across generations.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.