Free initial training session: Introduction to ESG

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What is ESG all about and how does it impact Financial Services?  How can you be proactive about meeting regulatory and your fiduciary duty?

This free of charge e-learning module gives you an introduction to ESG factors, the requirements created by the UN which have been adapted into the EU and domestic legislation, and why it’s so important in today’s world.  In particular we have focussed on the impending EU legislation which will be applicable to Financial Market Participants and Financial Advisers in respect of financial products from March 2021.

How do I sign up?

Simply fill out our registration form and your learning account will be set up by our Apex Group Learning and Development team.  You will receive a registration email and access to the session for 28 days.

Course outline:

  1. Introduction to ESG and Sustainable finance
  2. Definition of ESG & SDGs
  3. Definition of sustainable investment objective
  4. UN and EU Regulations
  5. Considering sustainability risks
  6. Considerations for Financial Market Participants
  7. Considerations for Financial Advisers
  8. Changes to policy, governance and declarations
  9. Tools to help achieve sustainability actions



Who this course is for:

  • Financial Advisors
  • Financial Market Participants
  • Portfolio Managers
  • Investors



Fill out the registration form

Evidence of CPD and course completion is available as a pdf on successful completion of the session.

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Compliance considerations in 2021
New regulatory requirements will push ESG even further up the capital market’s agenda
Key actions to satisfy the new EU Sustainable Finance Disclosure Regulation

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