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‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski
January 23 @ 2:00 pm – 3:00 pm
‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski
Rebecca 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.
Learning Objectives:
- Understand and explain the four sustainable investment labels.
- Identify how to apply the SDR rules to the products you currently use across the spectrum of capital.
- Recognise the role of the IFA in the new sustainable investment landscape.
- Review any risks and opportunities sustainable investing and ESG offers to your business, including navigating anti-greenwashing rules.
- Identify how the profession can be part of positive change.
Structured CPD Applicable. For Financial Professionals Only
Rebecca Kowalski – Director of Overstory Finance
Rebecca’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.
