Sustainable Investing in Wealth Management training program

Sustainable Investing in Wealth Management is a training course for financial professionals who need a foundational understanding of Impact and sustainable finance to better serve their clients. The Sustainable Investing in Wealth Management training combines cutting edge academic research with practical aspects of an ever evolving Impact and Sustainable investment sector. In addition to the course content, the training includes opportunities to meet and network with professionals and peers from private banks and family offices as well as access to the broader CSP wealth manager community.

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What you will get

In this 3-day intensive course you will get

16 hours of expert-led training laying the foundation to be able to guide clients with confidence and competence on sustainable and impact investing topics
A certificate upon course completion
A digital badge and online credential to share on LinkedIn with your network upon completion
Access to Sustainable Investing in Wealth Management alumni LinkedIn Group
Be part of our exclusive mailing list to access further CSP research and community events along side UHNW investors, academics and practitioners
An optional 30-minute follow-up sustainable investment career call with a CSP staff member

The course highlighted the relevance of sustainable investing for UHNWIs and introduced clear definitions and frameworks for implementation. The client sessions with UHNWIs are truly inspirational to give insights into their impact journeys and how to do well by doing good.

Dr. Alessandro R. Anastasio, Chairman and Co-Founder of WING Collective AG, Initiator - former Executive Director and Global Head of Young Partners at Bank Julius Baer & Co. Ltd.

The program was a fantastic, interactive experience. I gained knowledge, tools, and practice that have been incredibly valuable to me in day-to-day communication related to sustainable investing with clients and colleagues. The program also gave me the opportunity to make strong connections with other financial professionals dedicated to sustainability. This will be invaluable for years to come.

Lindsey Woodward, Relationship Manager at Abacus

Dr. Falko Paetzold

Founder CSP

Managing Director CCSP-HSG

Sustainable Investing for Wealth Management

Start your journey towards impact

95%

of attendees would recommend this course to a friend or colleague (February 2023 course survey results)

Who is this program designed for?

Sustainable investing in wealth management is a training course for financial professionals who need a foundational understanding of Impact and sustainable finance to better serve their clients.

What are the learning outcomes of the course?

The core of the program is developed and taught by CSP and external experts brought into the program based on specific expertise. The training is also joined by high net worth individuals who openly share their perspectives and experiences with advisors.

The course focuses on the following areas:

- Sustainable and impact investing, and how to understand the different sustainable investing approaches

- How to have better conversations around sustainable investing with clients and understand their needs

- How different investments fit different client profiles and can be built up into portfolios

- Interpreting ESG and impact measurement data to respond to client questions and build better sustainable investment capabilities

Who is teaching in the program?

Previous speakers include:

- Dr. Florian Heeb Researcher and PostDoc, MIT Sloan

- Dr. Falko Paetzold CSP Initiator and Managing Director

- Amandine Favier Head of Sustainable Finance at WWF Switzerland

- Carlota Garcia-Manas Head of Climate Transition and ESG Engagement, Royal London Asset Management

- Emilie Goodall Director Sustainable Investing, Fidelity International and Forum for the Future Affiliate

- Dr. James Gifford IING Co-Founder and Founder of the UN Principles for Responsible Investment

- Antonia Sariyska Sustainable and impact investing at UBS

- Maddalena Orlandini Deputy Head Private Markets & Impact Funds Specialist at Julius Baer

Upon completing the course, do I receive a certificate?

Yes, all participants will receive a certificate. For client advisors, the program is part of the SAQ Swiss Association for Quality program and 16 hours can be added towards recertification of advisors.

Speak with us

Curious to find more about the program? Reach out to Winsor Wong, Manager of Trainings & Programs, to discuss whether the program is a good fit for you.