Rebalancing Your Clients' Portfolio to be ESG-Aligned (Hybrid Learning)
  • Type Learning
  • Level Foundational
  • Time Days
  • Cost Paid

Rebalancing Your Clients' Portfolio to be ESG-Aligned (Hybrid Learning)

Issued by Momenta Group

At the workshop, participants can expect to broaden client conversations strategically by incorporating ESG considerations. They will also learn how to deepen client relationships to achieve non-NNM growth through high-quality discussions. Additionally, the workshop will guide attendees on rebalancing portfolios to align with ESG principles, potentially leading to recurring revenues based on the selected financial products.

  • Type Learning
  • Level Foundational
  • Time Days
  • Cost Paid

Skills

Earning Criteria

  • This workshop is tailored for relationship managers, private bankers, assistant relationship managers, team leaders, investment consultants or advisors, and product specialists.

Standards

IBF Standards Training Scheme (STS)
The IBF Standards Training Scheme ("IBF-STS") provides funding for training and assessment courses that cover key skills needed in the financial sector. Accredited under the Skills Framework for Financial Services (SFwFS).