Sustainable Investing in Wealth Management

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Impact and Sustainable investing in wealth management is a certification for financial professionals who need a foundational understanding of sustainable finance to better serve their clients. 

This training, which spans three afternoons, is designed for professionals from private banks and family offices who advise clients, develop wealth management solutions and products as well as those responsible for moving forward wealth management divisions in the area of sustainable finance. 

The course draws on CSP’s learnings from 8 years of helping ultra high net worth individuals develop and implement sophisticated sustainable investment strategies with impact at their center. 

The training is a combination of theory and practice, with high levels of interactivity and deep-dives to topics such as:

1. What is sustainable and impact investing and how to understand the different sustainable investing approaches used to create sustainable funds and products
2. Understand the sustainable investing landscape to have better conversations around sustainable investing with clients and understand their needs better
3. How different investments fit different client profiles and can be built up into portfolios
4. Be able to interpret ESG and impact measurement data to be able to respond to client questions as well as build better sustainable investment capabilities 

We offer this online course with in person participation possible at the University of Zurich , with alumni meet ups for cohort participants twice per year. 

WHAT WILL YOU GET?

• 16 hours of expert-led training laying the foundation to be able to guide clients with confidence and competence on sustainable and impact investing topics
• A University of Zurich certificate upon course completion
• A digital badge and online credential to share on LinkedIn with your network upon completion
• Access to Sustainable Investing in Wealth Management alumni LinkedIn Group
• Be part of our exclusive mailing list to access further CSP research and community events along side UHWN investors, academics and practitioners
• An optional 30-minute follow-up sustainable investment career call with a CSP staff member

All participants will receive a certificate. For client advisors, the program is part of the SAQ Swiss Association for Quality program and 16 hours can be added towards recertification of advisors.

Participants taking this course as part of an Advanced Studies in Sustainable Finance program, namely the CAS, DAS, or MAS in Sustainable Finance at the University of Zurich, must complete an additional assignment to earn 2 ECTS points.

TARGET AUDIENCE

Professionals from private banks and family offices who advise clients, develop wealth management solutions and products, as well as those responsible for moving forward wealth management divisions that need to consider sustainable investing.

LECTURERS AND SPEAKERS

This program combines academic and practical insights to give participants a well rounded view of the Impact Investment.

Past and current speakers include:

    - Dr. Falko Paetzold, Managing Director of CSP 
    - Dr. Anjeza Kadilli, ex senior economist at Pictet, assistant professor of finance at HEG - Genève
    - Jamie Broderick, previous head of UBS Wealth Management in the UK and Deputy Chair of the Impact Investing Institute
    - Dr. James Gifford, Head of Sustainable and Impact Advisory at UBS, Founder of the PRI
    - Harald Walkate, Partner Route17 – SDG funding and blended finance advisory
    - Amandine Favier, Head of Sustainable Finance at WWF Switzerland
    - Dr. Tadas Zukas, Global Lead Sr. Legal Counsel Sustainability/ESG at Vontobel
    - Emilie Goodall, Director of Sustainable Investing and Impact at Fidelity International
    - Andrew Douglas, Institutional Programs Manager at CSP  
    - Francesca Spoerry, Head of Trainings and Partnerships at CSP
    - Carlota Garcia-Manas, Head of Engagement and Climate at Royal London Asset Management

We also engage principals engaging in the client conversation sessions. Previous programs included: Antonis Schwarz, Felix Schmidheiny, Flora Keller, Rudolf Hilti, and Paolo Fresia.

PRICING

• 1 person: CHF 1,800
• 3 people: 10% discount
• 5 people: 20% discount

* Discounts are also available for VSV members, CFA Society Switzerland members and Greenbuzz members. Please note this in the registration form if you are a member of one of these organizations.  

MORE INFO

Are you interested in the training or do you have questions regarding timelines or content? If so, please contact program manager Francesca Spoerry at francesca.spoerry@bf.uzh.ch

UPCOMING TRAININGS: Our next Sustainable Investing in Wealth Management training course will run on March 17th, 18th and 19th, 2025 (1-6.30pm) in a hybrid setting, both online and at the University of Zurich. 

Sign up here

TRAINING BROCHURE

 March 2024 Training (PDF, 1 MB)
A 3 half-day training bringing wealth managers together online for a deep dive into sustainable finance.

February 2023 course iteration agenda (PDF, 533 KB)