Put your knowledge into practice.
By the end of this course, you will be able to:
Identify relevant client objectives, constraints, risk considerations, and sustainability preferences through effective client discovery.
Clarify a client’s sustainability objectives, including desired outcomes and investment exclusions.
Assess investment suitability by considering the client’s financial circumstances, risk profile, time horizon, and sustainability preferences.
Evaluate sustainable investment options against the client’s stated needs, objectives, and constraints.
Communicate sustainable investment approaches and product characteristics clearly and accurately in a client conversation.
Prepare. Practice with an AI client. Review your performance. Demonstrate what you learned.
Welcome & Learning Objectives
Professional Profile
Meet Your Client: Michael Garcia
Launch Your Simulation
Reflect on Your Performance
Complete Your Assessment
Help Us Improve the Experience
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:
Measure your ability to apply knowledge and professional judgment.
Maria Maisuradze, CFA
Step into a realistic client conversation. Apply your knowledge. See how you perform.
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.
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.
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.
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.
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.
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.
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.
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.
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.
