Sustainable Investing Training for Financial Advisors
Build advisor confidence with practical sustainable investing skills - not just theory.
Interactive workshops that help financial institutions develop confident advisors, standardize client conversations, reduce knowledge gaps, and measure learning outcomes.
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Live Instructor-Led Workshop
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Practical Advisor Toolkit Included
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Up to 30 Participants
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Available in English & French
Starting at $4,000
Expert-led, vetted instructors
Time-efficient 60-90 minute format
Employer reporting included
Certificates of completion available
95%
of participants reported increased confidence
By leading financial institutions
Trusted
Practical
Tools advisors use immediately
The Challenge
Sustainable Investing Is Changing
Advisor Conversations
Investor expectations, evolving regulations, and a growing range of sustainable investment products are making client conversations more complex. Advisors need practical skills, not just product knowledge to provide suitable, confident, and compliant advice.
Low Advisor Confidence
Inconsistent Client Conversations
Complex Suitability Decisions
Practical Skills Gap
The Business Case
Research Shows a Significant Gap Between Investor Demand and Advisor Readiness
Research consistently shows a growing gap between what investors expect and what many advisors are prepared to deliver. Investors increasingly want their portfolios to reflect their personal values, sustainability preferences, and long-term financial objectives, yet these conversations often never happen.
Supporting Statistics
92%
of global individual investors are interested in sustainable investing.
Source: Morgan Stanley Institute for Sustainable Investing, Sustainable Signals 2026
79%
say they would be more likely to choose a financial advisor or investment platform based on their sustainable investing offering.
Source: Morgan Stanley Institute for Sustainable Investing, Sustainable Signals 2026
MiFID II
Since 2022, MiFID II requires investment advisors in the European Union to assess clients' sustainability preferences as part of the suitability process.
Source: European Securities and Markets Authority (ESMA)
Who It's For
Built for Financial Services Teams
Wealth Management Firms
Broker-Dealers & Advisory Networks
Insurance Companies
Training & Certification Organizations
Learning Outcomes
WHAT ADVISORS WILL LEARN
After completing the workshop, advisors will be able to:
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Confidently discuss sustainable investing with clients
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Identify sustainability preferences during client discovery
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Integrate ESG considerations into KYC conversations
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Match client objectives with appropriate sustainable investment strategies
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Conduct practical ESG product due diligence
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Evaluate sustainable funds using Morningstar research
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Apply suitability principles confidently
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Reduce greenwashing risk during client conversations
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Communicate sustainable investing in clear, client-friendly language
Client Discovery & KYC
Learn how to uncover client motivations, sustainability preferences, financial goals, and investment priorities through practical discovery conversations.
Suitability & Goal Alignment
Understand how to translate client objectives into suitable sustainable investment recommendations while maintaining regulatory expectations.
KYP & ESG Due Diligence
Gain practical frameworks for evaluating investment products using tools such as Morningstar ESG research and other due diligence resources.
What's Included
Every Advisor Receives
ESG Client Discovery Questions
Investment Policy Statement Guidance
Sustainable Investment Strategy Mapping
Every Organization Receives
Confidence Measurement & Reporting
Measure advisor confidence before and after training to demonstrate learning impact and identify remaining capability gaps.
Flexible Delivery & Scalable Approach
Offer the workshop as a single session, multiple cohorts, or a customized program tailored to your advisors, products, and business objectives.
Accreditation & Learning Pathways
Offer continuing education credits where applicable and extend learning with AdvisorSim assessments, one-on-ones, and self-paced e-learning.
What Advisors Say After Completing the Workshop
"This workshop gave me practical tools I can use in real client conversations. Instead of just understanding sustainable investing, I now feel confident applying it from client discovery to selecting suitable investment solutions. It was extremely valuable."
Enterprise-Ready Delivery
Our live training is typically delivered securely through Microsoft Teams or Zoom and can also be hosted on your organization's preferred virtual learning platform to align with your security, IT, and compliance requirements.
Diagnostics & Client Readiness
Customizable E-Learning
Customized programs
Simulation-Based Assessment & Practice
Build Advisor Capability Beyond a Single Workshop
Create a scalable learning journey that develops advisor knowledge, measures readiness, and strengthens client conversations through practical, customizable learning solutions.
Complete Advisor Development Solutions
FAQs
What is sustainable investing training for financial advisors?
Can this workshop be customized for our investment products?
Can we accredit the workshop for continuing education?
Can the training be delivered across multiple cohorts?
Do participants receive a certificate?
Is this suitable for beginner advisors?
Can we include our own client scenarios and case studies?
Can this workshop be delivered internationally?
Do you provide reporting?
How is advisor confidence measured?
What is included in the Advisor Toolkit?
What virtual platforms do you support?
What is the maximum group size?
Can this workshop be combined with other learning solutions?
How much does the workshop cost?
What factors affect pricing?
Do you offer volume discounts?
Can we combine this workshop with e-learning or AdvisorSim?
What makes this workshop different from traditional ESG training?
Is this training product-neutral?
How quickly can the workshop be delivered?