CISI unveils course on ethical finance jargon

‘There is more focus than ever before on sustainability, green investment and ESG considerations’

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The Chartered Institute for Securities & Investment (CISI) has introduced an online, intermediate-level course covering the area of sustainable and responsible investment.

It will provide the knowledge and information surrounding the ethical finance jargon for financial services practitioners.

The CISI Sustainable and Responsible Investment Professional Assessment is an online course requiring six hours study time/CPD hours which can be undertaken anytime, anywhere and on any device.

A mix of interactive content, the course comprises videos, interviews, some reading and extra references and materials, with a 60-minute test at the end.

The course, for which there is also a Spanish version in development, is aimed at both CISI members and non-members and will appeal to anyone with a general interest in this rapidly expanding area of ethical finance.

The content includes:

  • Definitions and terminology;
  • The crossover with ESG;
  • Initiatives, standards and guidance;
  • Global developments;
  • Regulatory concerns and requirements;
  • Identifying greenwashing;
  • Appropriate benchmarking strategies;
  • Client sustainability objectives;
  • ESG integration; and
  • The future sustainable and responsible landscape.

Demand for knowledge

Kevin Moore, CISI global business development director, said: “Threats such as climate change and populations growing across the world indicate that sustainable and responsible investment approaches that seek to consider environmental good and financial return are in demand.

“There is more focus than ever before on sustainability, green investment and environmental, social and governance (ESG) considerations.

“There is also increasing emphasis coming from regulators on integrity in this area, including anticipated reporting requirements and a need for all professionals to understand the key concepts with regards to responsible finance.

“The focus for global financial services practitioners – for themselves, their clients and their firms – is to ensure their knowledge and skills are up to speed in this fast-moving ESG area.”

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