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Earn CFP CE Credits. Practice Real-World Sustainable Investing.
CFP CONTINUE EDUCATION | SELF-PACED
This isn’t another theory-based course
Put your knowledge into practice.
In this course, you'll interact with an AI-powered HNW client, Michael Garcia, uncover their financial needs and sustainability preferences, make investment decisions, and receive personalized feedback on how you performed.
Learning Outcomes
By the end of this course, you will be able to:
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Identify relevant client objectives, constraints, risk considerations, and sustainability preferences through effective client discovery.
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Clarify a client’s sustainability objectives, including desired outcomes and investment exclusions.
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Assess investment suitability by considering the client’s financial circumstances, risk profile, time horizon, and sustainability preferences.
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Evaluate sustainable investment options against the client’s stated needs, objectives, and constraints.
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Communicate sustainable investment approaches and product characteristics clearly and accurately in a client conversation.
What You’ll Experience
Prepare. Practice with an AI client. Review your performance. Demonstrate what you learned.
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Welcome & Learning Objectives
FREE PREVIEW -
Professional Profile
FREE PREVIEW -
Meet Your Client: Michael Garcia
FREE PREVIEW -
Launch Your Simulation
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Reflect on Your Performance
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Complete Your Assessment
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CFP CE & Feedback
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- $75.00
- Duration: ~60 minutes
- Level: Intermediate
- Team & Enterprise Deployment Available
Competency Assessment & Personalized Feedback
Your performance is evaluated against defined competency criteria based on your interaction with the client and the decisions you make throughout the simulation.
Your assessment provides:
- Competency-level results across key areas of advisor performance
- Evidence-based feedback drawn from your client interaction
- Identified strengths and development areas
- Actionable guidance to improve future client conversations
Measure your ability to apply knowledge and professional judgment.
Meet Your Course Lead
Maria Maisuradze, CFA
Maria Maisuradze is a CFA charterholder and founder of ED4S – Education for Sustainability, specializing in professional education and competency development for the financial sector.
She has worked with financial institutions and investment professionals to design practical learning experiences in sustainable investing, responsible investment, and advisor development.
Maria's work focuses on bridging the gap between knowing and doing—helping financial professionals apply technical knowledge, professional judgment, and communication skills in realistic client situations.
She leads the development of ED4S's AI-powered simulation and competency assessment methodology, including client scenario design, assessment frameworks, and approaches for evaluating how advisors perform in practice.
Ready to Put Your Skills to the Test?
Step into a realistic client conversation. Apply your knowledge. See how you perform. Earn eligible CFP CE credits upon completion.
FAQ
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Who is this sustainable investing course for?
This course is designed for financial advisors, planners, wealth professionals, relationship managers and other client-facing financial services professionals who want to practice applying sustainable investing knowledge in realistic client situations.
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Do I need prior sustainable investing knowledge?
Some foundational knowledge of sustainable and responsible investing is recommended. This is a practical course focused on applying concepts rather than teaching theory. If you are new to sustainable investing or would like a refresher, ED4S offers foundational training for financial professionals at ed4s.org/advisor-capacity.
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How is this different from a traditional online course?
Instead of primarily watching videos or reading content, you participate in an AI-powered role-play simulation with a realistic client. You conduct client discovery, explore financial and sustainability preferences, apply professional judgment and receive personalized feedback on your performance.
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What skills does the simulation assess?
The simulation assesses how you apply knowledge and judgment in a realistic client interaction, including client discovery and KYC, risk assessment, sustainability preferences, investment suitability, product knowledge and client communication.
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How long does the course take, and is it eligible for CE/CPD?
The complete learning experience takes approximately one hour, including approximately 50 minutes of applied simulation practice, personalized feedback and a final assessment. The course is designed as a structured professional-development activity. Eligibility for specific CE/CPD credits depends on approval by the applicable accreditation body.
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Can financial institutions use these simulations to assess advisor competency and risk?
Yes. ED4S can configure simulations to assess how professionals apply knowledge, judgment and communication skills in realistic client situations. Organizations can use the results to identify competency gaps, training needs and potential client communication or conduct risks before they arise in real client interactions.
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Can the simulations be customized for our organization?
Yes. Simulations can be customized around your organization's products, policies, competency frameworks, client profiles, learning objectives and specific risk areas. Organizations can also incorporate their own investment products to assess whether professionals can explain and apply them appropriately in client situations.
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Can this be used for topics other than sustainable investing?
Yes. The same AI role-play and competency assessment approach can be applied to KYC and client discovery, suitability, product knowledge, new product launches, compliance, advisor onboarding, client communication and other financial-services competencies. For example, simulations can be designed to identify specific communication risks such as greenwashing and greenhushing.
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Can this be deployed across my organization?
Yes. ED4S can deploy customized simulation-based training and assessments for specific teams, business units or larger advisor populations. Programs can support onboarding, professional development, product readiness, CE/CPD and ongoing competency assessment, with aggregated insights into performance and skill gaps. To discuss a corporate training or assessment solution, click Get a Quote at the top of this page or visit ED4S.org.