Trust in Finance

Trust In Finance™ is an advanced one-day, hands-on, immersive and highly interactive training workshop designed to help financial services professionals understand the issues that are driving the decision-making of a new generation of investors and bank customers.

It outlines the $12 trillion investment opportunity that the UN SDGs represent and how the goals correspond to consumer and investor environmental, societal and governance (ESG) priorities.

The course teaches executives how to:

  • Understand the importance of the SDGs to create a strategy built on trust
  • Demonstrate authenticity in investment proposals
  • Build transparency into communications
  • Win investor trust through embracing / integrating sustainability in communication
  • Create storytelling around innovation that will prove credibility

Trust In Finance™ is essential for every financial services company. It is specifically designed for executives in:

  • Asset Management
  • Financial Services Marketing and PR
  • Corporate Communications
  • Investor Relations
  • Impact Investing
  • ESG and Sustainability
  • Recruitment

Part 1 - The Crisis Of Trust In Financial Services

9am to 10.15am

What investors and consumers want?

  • Addressing the legacy of mistrust in Financial Services
  • Changing perceptions to ESG issues
  • Rise of FinTech and new competitors in the battle to win trust

The risk factors facing financial services

  • Stranded assets
  • Unsustainable practices
  • Investment risks around sustainability issues

The growth of ESG interest for investors and regulators

  • EU Non-Financial Reporting Directive
  • Global Stock Exchange Requirements
  • Task Force for Climate-related Disclosures

10.30am to 12pm

The UN SDGs as a blueprint for winning trust

  • Importance of the SDGs
  • Targets and indicators
  • Real world of examples of SDGs in action

Hands-on exercise to understand the important of the SDGs to your business goals

You can download a summary of the workshop here or contact us to learn more about our courses, workshops and pricing