Please see below to find information to help with your query.

There is no application form to complete for The ESG Academy for Wealth Managers. You can immediately enrol by clicking the Register button

Yes. Once you complete all of the assignments and pass the knowledge tests, you will receive your CISI CPD certificate and an ESG Academy digital badge through blockchain technology. You can then add your ESG Academy digital badge to your LinkedIn profile and CV to strengthen your professional profile.

The ESG Academy for Wealth Managers’ content is divided into small bite-sized chunks, providing you with ESG data tools and approaches you can immediately use to have more effective ESG conversations with your clients. Your time is precious. That’s why we take the most important and relevant ESG concepts and distil them into key learning points.

  • The ESG Academy faculty are hand-picked practitioners, consultants, and experts chosen for
    their ‘real world’ experience. You will learn from multiple recognised authorities on ESG, Climate Change, and Sustainable Finance, as well as senior practitioners keen to share their experiences. We arrange for ESG data providers to demonstrate how you can use ESG, climate data, and tools to support your client’s investment decision-making, as well as lawyers who will help you interpret and implement new ESG regulations.
  • Unlike other ESG courses and qualifications, The ESG Academy is totally FREE for Wealth Managers. This ensures that high-quality ESG learning is accessible to everyone.
  • Few, if any, self-study qualifications and online courses provide an online community to support your learning and an opportunity to ask the assembled faculty questions about how to apply what you learn to your role as a Wealth Manager.
  • The ESG landscape is rapidly changing, and so too should course content and case studies. The ESG Academy for Wealth Managers is updated with new content on a regular basis, ensuring you’re always on top of new developments.

No. Whatever your current ESG knowledge is, you are welcome to enrol in The PIMFA ESG Academy for Wealth Managers.

No. We intentionally designed the ESG Academy for Wealth Managers for front, middle and back-office employees at all levels of experience. We currently have Junior Compliance Officers learning alongside Heads of Sales. The only requisite is your desire to learn more about ESG.

The ESG Academy for Wealth Managers is CPD-approved by CISI, providing an excellent springboard for the CFA Level 4 Certificate in ESG Investing.