Quilter Cheviot to provide greenwashing training for advisers
The online training initiative aims to help financial advisers enhance their knowledge on key issues in the responsible and sustainable investment landscape.
Quilter Cheviot has launched an online training initiative which aims to help financial advisers enhance their knowledge on key issues in the responsible and sustainable investment landscape. The training is CPD eligible and available to external financial advisers, with more focused training being launched internally within Quilter Cheviot and Quilter Private Client Advisers.
The first training video is focused on understanding and managing greenwashing risks. The session will cover what greenwashing is, the different ways it can exist and how advisers can mitigate against it in their advice and investment processes. The module will expand on the different investment activities available within responsible investment, as well as how client preferences can be captured.
Head of Responsible Investment at Quilter Cheviot Gemma Woodward, who will oversee the training programme, commented: “With a wave of regulatory changes coming down the line financial advisers will need to reconsider their approach to responsible investing and how these fit into their processes. In this first session we have focused on the anti-greenwashing rule which is expected to come into force later this year ahead of the wider Sustainable Disclosure Requirements.”
“It is crucial that advisers are aware of how greenwashing can come about and how they can mitigate against it. We hope this training module will be a good introductory session, giving them the confidence to assess where they may be able to fine tune and enhance their advice.”
Head of Distribution at Quilter Cheviot David Butler added: “This is a complex and often emotive subject and given both the regulator’s focus and the need for action on climate and social issues, it needs to be made a success. Clients need to know what it is they are investing in and be confident that aligns with their goals and objectives. Advisers will play a crucial role in helping clients to [identify] responsible investing preferences and need to be on top of the information.”
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