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 FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.