Ethical financial planning
  

Ethical financial planning - How to demonstrate best practice

A FREE Standards International seminar, Thursday 15 May 2008

Consumers are becoming increasingly aware about green and ethical issues and many are choosing to make their investments work not just for their own benefit, but for others and the environment. According to Ethical Investment Research Services, approximately £8 billion was invested in UK ethical funds by the end of 2007.

National Ethical Investment week, 18 - 24 May 2008

National Ethical Investment week aims to highlight the benefits of green and ethical investment. As part of the programme of events Standards International will be hosting a free seminar: Ethical financial planning - How to demonstrate best practice.

When:

Thursday 15 May 2008

Where:

Rathbone Greenbank Investments

159 New Bond Street, London, W1S 2UD

Start time:

Registration at 16:30 – Finishes 19:00

The topics being covered during the seminar include:

  • How to advise on green and ethical investments and how to market your expertise
  • Ethical investments - developments and opportunities
  • Building customer confidence with ISO 22222

There will be time for questions and answers and the event will be rounded off with a glass or two of wine from Ethical Fine Wines and canapés.

Who should attend?

  • Financial advisers
  • Practice managers
  • Compliance managers and consultants
  • Ethical investment managers

What are the benefits of attending?

  • Gain a greater understanding of green and ethical financial planning
  • Learn about the tools to improve your ethical offering
  • Understand how to enhance your ethical proposition and market your expertise
  • Gain an insight into the latest ethical developments and opportunities
  • How to secure customer confidence through ISO 22222

Places are strictly limited so please use the form below to reserve your place today.

Ethical Financial Planning - How To Demonstrate Best Practice

Seminar Registration Form

Please complete all the fields - we will email you a booking confirmation, the agenda and directions to the venue.

Name:

Company:

Email:

Telephone:

The speakers:

Penny Shepherd

Penny Shepherd MBE, Chief Executive of UKSIF

Penny Shepherd has been Chief Executive of the UK Social Investment Forum (UKSIF), the membership network for sustainable and responsible finance, since May 2005. She is a member of the Board for Actuarial Standards and Professional Oversight Board's Stakeholder Interests Working Group and an adviser to London Remade, the capital's recycling organisation, and to London 21, its community-based network for sustainable development.

Nicola Day

Nicola Day of Rathbone Greenbank Investments

Nicola Day joined Rathbone Greenbank Investments as an investment director in 2006 from Gerrard where she specialised in ethical investment. She has a BSc (Hons) in economics and an MSc in corporate governance and ethics. She is also a Fellow of the Securities Institute.

Mel Blackmore

Melanie Blackmore of Standards International

Melanie Blackmore is a founder and Director of Standards International, the UK’s certification body for the international quality standard for financial planners, ISO 22222. Melanie has been involved with working on the first ISO 22222 pilot scheme in the UK since 2006 when the standard was first launched.

For more information on National Ethical Investment week visit the website >>>>

For more information on the Standards International seminar call 01462 790894

 

PODCAST

Mel Blackmore on ethical investments

Listen to Mel Blackmore's Podcast on ISO 22222 and ethical financial planning.

The audio streams automatically. Make sure that the sound on your computer is enabled and then click on the forward arrow on our media player. There are also pause and stop buttons.

 

National Ethical Investment Week
 
Rathbones