Why Invest in ESG Training for Your Advisors?

Empower Advisors, Meet Investor Demand

  • Establish a common ESG language and ensure baseline understanding and consistent communications across your advisor base.

  • Build advisor confidence by equipping advisors to confidently navigate ESG questions and client conversations.

  • Close knowledge gaps and provide practical tools to support client engagement, portfolio mapping, fund selection, client discovery, and suitability assessment.

What we cover

  • KYC & Client Discovery

    Learn how uncover client goals, motivations, and ESG priorities for tailored advice.

  • Suitability & Goal Alignment

    Confidently match client objectives with the right sustainable investment options.

  • KYP & Due Diligence

    Use tools like Morningstar to conduct investment due diligence and ensure responsible recommendations.

Advisor Toolkit

Practical ESG Resources Included

Our Advisor Toolkit equips advisors to integrate ESG throughout the client journey: from discovery and KYC, to suitability assessment, Investment Policy Statement creation, and ongoing tracking, while mapping individual goals to appropriate sustainable investment strategies. It also includes an overview of Morningstar ESG ratings methodology and sample discovery questions to support practical, compliant, and confident ESG advice.

Course curriculum

    1. Before you start

    2. Assessment Quiz

About this course

  • Duration: 90 minutes
  • Level: Intermediate
  • Maximum group size: 30 participants

Instructors

Guided by Leaders in Financial Advising and ESG Integration

With decades of combined experience in advisory services and sustainable investing, our instructors translate complex ESG concepts into actionable strategies. Participants gain real-world insights, best practices, and tools to advise clients responsibly and effectively.

FAQ

  • What happens after I book a session?

    After booking, a team member will contact you to schedule the workshop and review the process. We typically arrange a 30-minute prep call to learn about your audience and tools, helping us customize the session for maximum impact.

  • What is the participant experience?

    Participants receive an enrollment email and calendar invitation. The session is hosted on Zoom or your preferred platform and recorded for later access. After the live session, participants complete a short final assessment on our platform, and successful completion generates a certificate.

  • Can participants claim CE/CPD credits?

    ED4S is CPD Standards accredited. Some organizations require specific accreditation, which can be arranged if requested, please discuss with us before booking.

  • What if I have more than 30 participants?

    For optimal learning and engagement, live sessions are limited to 30 participants. We can offer multi-session packages to accommodate larger groups.

  • What if I only have 10 participants?

    The workshop is a fixed price for up to 30 participants, so the cost per head decreases if your group is smaller.

  • What if I book and change my mind?

    Full refunds are available up to 30 days before the scheduled workshop. If the workshop date hasn’t been set yet, a 100% refund is issued, no questions asked.

  • My advisors already have foundational ESG knowledge. Will this be useful?

    Yes. This workshop bridges theory and practice. Participants with prior ESG training (even 10 hours) still find it highly valuable. For advisors new to ESG, we recommend starting with our on-demand Sustainable Investing for Advisors course.

  • What if I want to take this course for myself?

    This course is designed for corporate clients. Individual participants can contact us to be added to the waiting list for future openings.