Demystifying sustainable investing - a practical guide

Event information

As accountants, trustees, and personal investors, navigating the world of sustainable investing is increasingly essential. But separating true impact from marketing spin can be challenging. Join Paradigm Norton for a practical, insight-rich session that will equip you with the tools and knowledge to invest - and advise - with confidence.

The sustainable investment space is filled with buzzwords, greenwashing, and confusion. This 60-minute session provides clarity, offering a practical, jargon-free framework to help you:

• Understand and compare ESG, responsible, sustainable, and impact investing.
• Avoid greenwashing.
• Apply this knowledge confidently - whether for yourself, clients, or the charities you support.

Key benefits

By the end of this webinar, you will be able to:

• Define key sustainable investing approaches and how they differ.
• Understand the "spectrum" of sustainability: from ESG to deep impact.
• Evaluate investment claims for legitimacy and real-world outcomes.
• Apply insights through real-life case studies.
• Use this framework in advisory, personal, or trustee roles.

About the speakers

Steve Watters, Head of Impact, Paradigm Norton Financial Planning As Head of Impact at Paradigm Norton Financial Planning, Steve champions ‘doing business better’. Under his leadership their B Corp score skyrocketed, becoming one of the leading certified companies in UK Financial services. Paradigm Norton aims to offer compellingly different Financial Planning that helps people invest sustainably, live purposefully and create lasting impact. Within their Investment Committee, Steve focuses on sustainable investment, advocating for more active shareholder engagement to influence corporate behaviour. He also spearheads development of PN’s philanthropy services. Steve acknowledges limitations but dares to dream big, believing in the power of seemingly small actions. As a dad with an eye on the future, he chooses optimism and continues to seek out partnerships for positive change

John Gaskell, Head of Personal Financial Planning, ICAEW John oversees ICAEW’s PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the FCA and other regulators, working across different areas of ICAEW and with external stakeholders. He began his career as a private client stockbroker and investment manager before working as an independent financial adviser.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Personal Financial Planning Community. Please click here to join online.