Ethical training at the click of a mouse
The Responsible Investment Association Australasia (RIAA) has revamped its responsible investment training course for financial advisers.
The online course takes four hours to complete and once certified a planner will be able to use the responsible investment symbol to promote their qualifications, which will be listed on the RIAA website.
Commenting on the launch, RIAA executive director Louise O’Halloran said in the three years to June 2007, managed responsible investment portfolios grew 380 per cent.
“Responsible investment has moved rapidly towards the mainstream in the last 18 months and demand for specialised advice is growing, particularly amongst high-net-wealth clients. People are motivated by a desire to align their values with their investments, but they are also starting to understand the strong connection between responsible business practices and profits,” she said.
The course provides information about a range of products and services available in the sector, explains how stocks are selected for inclusion in responsible investment funds, provides case studies and will cost $407 per person, with group discounts.
Recommended for you
The top five licensees are demonstrating a “strong recovery” from losses in the first half of the year, and the gap is narrowing between their respective adviser numbers.
With many advisers preparing to retire or sell up, business advisory firm Business Health believes advisers need to take a proactive approach to informing their clients of succession plans.
Retirement commentators have flagged that almost a third of Australians over 50 are unprepared for the longevity of retirement and are falling behind APAC peers in their preparations and advice engagement.
As private markets continue to garner investor interest, Netwealth’s series of private market reports have revealed how much advisers and wealth managers are allocating, as well as a growing attraction to evergreen funds.
 
							 
						 
							 
						 
							 
						 
							 
						

 
							