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Online exam launched for socially responsible investment

The first Socially Responsible Investment (SRI) exam for financial advisers is now available online.
The course and exam will be available to all advisers, regardless of their previous knowledge of SRI. It is launched by economie, the international organisation who work to promote and develop SRI worldwide. The Kitemark exam is moderated by Bournemouth University.
Ecomomie believe that SRI is one of the fastest growing sectors in financial services and advisers need to know what value based investment is about. At the end of the course advisers should be able to demonstrate an understanding of the variety of ethical investment products available, understand the risk/return characteristics associated with ethical investments, be able to propose an appropriate ethical investment portfolio and demonstrate an empathy with the social, ethical and environmental issues that concern SRI clients.
Economie founder Brian Harrison Spence says: “For many years, until pressure from the public forced a change in thinking, the financial sector refused to take ethical investment seriously, and for this reason it has been largely overlooked by official financial adviser exams, both basic and advanced.”
“The kitemark is an excellent way for advisers to demonstrate and document their SRI skills, competency and knowledge.”


NU bolsters its pension range with 18 new funds

Norwich Union has added 18 funds to its personal and group pensions. New and existing customers can invest in funds from firms such as Barclays Global Investors, Gartmore, Schroders, Investec and Jupiter. The products include group personal pensions, personal pensions and occu-pational defined-contribution schemes. Head of pensions Iain Oli-ver says: “Adding these funds shows our […]

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