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max. 5'000 CHF

Certificate

<p><span style="background-color: rgb(255, 255, 255); color: rgb(51, 51, 51);">Today, clients expect sustainable investment solutions from their financial service provider that are also attractive from a financial point of view. Sustainable investments are therefore an important trend, which is reflected in a growing range of products and strong inflows of funds. The inclusion of environmental, social and governance criteria (ESG criteria) in investment decisions requires financial professionals to have in-depth knowledge of the complex interplay of these ESG factors. The ESG-CA course qualifies advisors to competently inform their clients about ESG and to suggest the right sustainable investment solution for them.</span></p><h4>Learning objectives:</h4><ul><li>You know the market and typical investment solutions for sustainable and impact investments</li><li>You can distinguish and evaluate different types of sustainable investments</li><li>You know the needs of sustainable and value-oriented investors</li><li>You can assess customer needs with the help of a customer typology</li><li>You can advise customers professionally and cover their needs</li><li>You can support your company in setting up sustainable investment solutions and integrating them into the customer advisory process</li></ul>

1 - 6 months

German

French

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AZEK

<p>Higher vocational education is a further education option in vocational education and training and thus complements the universities, the universities of teacher education and the universities of applied sciences within the Swiss education system. A distinction is made between courses of study at higher vocational schools (HF), the professional examination (BP) as well as the higher professional examination (HFP). According to the federal government, higher vocational education and training is: "...competence- and labor market-oriented; it promotes application-based learning, the rapid implementation of new technical knowledge and a high rate of innovation."</p>.

Higher vocational training

Part-time

About the course

ESG für Kundenberater ESG-CA

Overview

AZEK

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4 online-Seminar of 2 hours each

Duration

1’200 CHF

Cost

Ende August

Start of the studies

Online

German, French

Language

Certificate

Degree type

Requirements

3 Steps to your further training

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