PIMFA Learning

Academy overview

How to use the course player

Before we begin...

1.1: The fundamentals of ESG (13 min)

Listen: Mark Carney on Climate Change (17 min)

Download: The UN SDGs: How companies stack up?

Download: The top 5 sustainable investing questions you need answering

Download and Keep: "The need to know ESG terms, standards and principles for Wealth Managers."

Unit 1.1 Test your knowledge

1.2 How is ESG different from other investment types? (18 min)

What is impact investing? (3 min)

Unit 1.2 Test your knowledge

1.3 ESG myth busting (11 min)

Does doing good come at a cost? (3 min)

Download: The truth behind 5 ESG myths

Unit 1.3: Test your knowledge

2.1 'Macro' Implications of issues like climate change (12 min)

What is Net-Zero? (9 min)

How investors can reach net zero

8 sustainable investing terms to know

2.2: The impact of emerging regulation on client advice (8 min)

ESG Regulation: Where are we now in December 2021? (9 min)

Understanding the FCA's ESG strategy (Nov 2021)

FCA speech: 'Advisers must do more to scrutinise and challenge ESG funds'

Listen: Sustainable finance disclosure rules (14 min)

Read: EU Sustainable finance disclosure rules (10 min)

Sustainability considerations and suitability (2 min)

ESG funds and the risk of greenwashing claims (3 min read)

2:2: Test your knowledge

2.3: Recognise the opportunities presented by ESG investments (15 min)

An ‘ESG-First’ approach to portfolio construction (20 mins)

Module Overview (26 sec)

1.1: What is ESG data? (9 min)

1.2: Can you trust ESG data? (4 min)

1.3: Building better client portfolios (2 min)

What’s driving a rise in ESG investments? (25 min)

Get involved in the discussion

2.1: ESG ratings and weightings: Why the difference? (2 min)

ESG ratings in a nutshell ( 3 min)

2.2: Why ESG data scores matter (1 min)

Meeting client needs with ESG data (2 min)

ESG data: The questions you need to ask and answer (2 min)

Using the MSCI ESG Fund Ratings tool

Unit 2.3: ESG data and regulation (2 min)

Can you comply with ESG regulations without data? (2 min)

Appendix: Your guide to ESG data sources (4 min)

Read: A regulatory viewpoint of ESG data (5 min)

Module 2: Wrap up

Module 2: Test your knowledge

Get involved in the discussion

Module Overview (1 min)

3.1: The six-step sustainable investment advice process (5 min)

3.2: Case Study: How Close Brothers talk about sustainability with clients (23 min)

Listen: Your Regulatory obligations when conducting ESG conversations (13 min)

Module 3 wrap up (26 sec)

Module 3: Test your knowledge

Get involved in the discussion

Before you go...

The impact of COP26 announcements on financial institutions (3 min)

Listen: The World Gets Into the Spirit of COP-eration

COP26 Sunak pledges to 'rewire' global finance system for net zero

Read: Achieving The Promise of COP26 (1 min)

Outlook 2022 Three key themes for sustainable investing (2 min)