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Philanthropy Impact, University Of Zurich Create Advisor Course

Editorial Staff

18 September 2024

has partnered with the University of Zurich to introduce a training course for professional advisors in the financial sector.

This programme equips wealth managers and financial advisors with the skills and insights needed for the field of responsible investing.

The course is called "Understanding Impact and Sustainable Investing for Client Retention.” It includes a detailed exploration of impact and sustainable investing principles and strategies; advice on regulations, and approaches to building client relationships. 

“As the demand for sustainable investment options grows, it is critical that advisors are well-equipped for values-based discussions with clients in order to meet their needs, to manage the risks associated with regulatory compliance issues, and to navigate both the opportunities and responsibilities this presents,” John Pepin, CEO of Philanthropy Impact, said.

"This collaboration aims to set a new standard in financial advisory by integrating ethical considerations into investment strategies, thereby aligning client's wealth with their values," Francesca Spoerry, head of training and partnership at the Center for Sustainable Finance and Private Wealth (CSP), University of Zurich, added.