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SUMMARY:'Labels to enable' - SDR and what it means for advisers with Rebecca Kowalski
DESCRIPTION:‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski\n\n\n\nRebecca Kowalski\, author of the PFS/CII spotlight course on ESG and Sustainable Finance\, joins ebi to discuss the implications of the Sustainability Disclosure Regulations Policy Statement on advisers. \n\n\n\nLearning Objectives: \n\n\n\n\nUnderstand and explain the four sustainable investment labels.\n\n\n\nIdentify how to apply the SDR rules to the products you currently use across the spectrum of capital.\n\n\n\nRecognise the role of the IFA in the new sustainable investment landscape.\n\n\n\nReview any risks and opportunities sustainable investing and ESG offers to your business\, including navigating anti-greenwashing rules. \n\n\n\nIdentify how the profession can be part of positive change.\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nRebecca Kowalski – Director of Overstory Finance\n\n\n\nRebecca’s 25 plus year stint in Financial services has included roles as an Adviser\, Paraplanner\, Operations Manager\, Compliance officer and latterly as Director of her own Sustainable Finance Consultancy – Overstory Finance.   She is a Chartered Financial planner\, Fellow of the PFS\, has the CFA Certificate in ESG and achieved three Paraplanner of the Year awards for the CISI\, PFS and Professional Adviser Awards respectively.  She was proud to win the Nextgen Planner Impact Award in 2022.
URL:https://ebi.co.uk/events/labels-to-enable-sdr-and-what-it-means-for-advisers-with-rebecca-kowalski/
LOCATION:Online
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