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Disclaimer
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
who holds an Australian Financial Services License
who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993that is a body registered under the Financial Corporations Act 1974.
that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.that is a listed entity or a related body corporate of a listed entity
that is an exempt public authority
that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
![The Essentials of Climate Investing](https://images.ctfassets.net/tl4x668xzide/47hgdnKjDDr7TNVz23dCeP/0979891b5b79e080cc864b90e85ab152/1245077502.jpg?fit=fill&w=1280&h=640&f=center&fm=webp)
The Essentials of Climate Investing
Continuous education is an important part of any professional investor’s career, particularly as times change so rapidly. Climate change has become the biggest issue facing investors, but what it means for portfolios and the transition to a lower-carbon world is less clear.
What challenges (and opportunities) will it bring? And why should we act now? Not knowing the answers to these important questions has put some financial professionals at a disadvantage in being able to explain it to others like clients and colleagues.
This module bridges that gap. Those participating in this course are invited to digest the information and then take the test at the end. To enhance the learning experience, the module is delivered using clear language, charts, a video and case studies. Each of the eight chapters takes up to 15 minutes to read.
A score of at least 12 out of 15 correct answers (80%) for the test will count up to two hours towards your professional CPD requirements. The educational module is already accredited by local and global institutes, including CII, FPI, CISI, FPSB, AFP, FPI and IBF.
CFA Institute allows its members the ability to self-determine and self-report professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.
Good luck!
Ready for the test?
Now that you’ve learned the basics of climate investing, it’s time to test your knowledge. Below are 15 multiple-choice questions on the eight chapters you have completed. Click on the box that you think contains the correct answer. If you answer 12 or more questions correctly, you will be awarded two hours of CPD.