iStock-1333883655_investing

https://prod.backend.eduwo.ch/uploads/9397/iStock-1333883655_investing.jpg

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

Der Lehrgang vermittelt die fachlichen Grundlagen zu ESG im Anlagebereich, sodass Teilnehmer zu kompetenten Partnern für nachhaltige Anlagelösungen werden.

Ziele

Das Programm richtet sich an Finanzberater, Kundenberater, Anlageberater, Finanzplaner und Fachspezialisten in unterstützenden Funktionen in der Kundenberatung.

Zielgruppe

Einführung in ESG-Kriterien, Analyse von Umwelt-, Sozial- und Governance-Faktoren, rechtliches Umfeld von ESG-Investments, Risikooptimierung bei nachhaltigen Anlagen.

Inhalte

Nach Abschluss des Kurses eröffnen sich Chancen als spezialisierter Berater für nachhaltige Finanzprodukte und ESG-Investments in Banken und Finanzinstituten.

Berufliche Perspektive

Der Kurs umfasst vier online-Seminare von jeweils zwei Stunden Dauer, die live durchgeführt und aufgezeichnet werden.

Unterichtsmodell

Die genaue Zeitplanung der Seminare ist flexibel, jedoch sind die Seminare live und dauern jeweils zwei Stunden.

Unterrichtszeiten

German

French

AZEK_without_shadow

https://prod.backend.eduwo.ch/uploads/9396/AZEK_without_shadow.png

Azek_Logo_RGB

https://prod.backend.eduwo.ch/uploads/6540/conversions/Azek_Logo_RGB-title.jpg

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>.

ESG für Kundenberater ESG-CA

Overview

AZEK

This profile is up to date

Career Opportunities

4 online-Seminar of 2 hours each

Duration

1’200 CHF

Cost

Registration deadline

10 Tage vor Lehrgangsbeginn

Online

German, French

Language

Certificate

Degree type

Salary expectations

CHF 70'000 - 90'000

Requirements

More information

Ziele

Zielgruppe

Inhalte

Berufliche Perspektive

Unterichtsmodell

Unterrichtszeiten

3 Steps to your further training

Fill out enquiry

Compare offers

Book via eduwo

Find the perfect match

About eduwo

Become part

Further information