Social impact investing from a paraplanning perspective.
In this session we covered…
- What is social impact investing and how does it differ from ethical investing?
- How to research and review funds and portfolios
- How to clarify how important these are to clients and if they are prepared to accept potential lower returns or higher risk
- How to benchmark (ethical/social ‘ness’ and returns/risk)
Proven techniques that deliver measurable results for exams
Learning objectives
In this session we covered…
- Exam techniques
A chat with Rory, where we talk suitability and professionalism in financial planning
Learning objectives
In this session we covered…
- DB transfers
- Evidencing suitability
- Risk profiling tools