Module 1: The Sustainability Disclosures Requirement (SDR)

Learning objectives

Understand the FCA’s new Sustainability Disclosures Requirements (SDR) and investment labels regime, including why this regime has been created and the timelines for the implementation and future potential policies.

The reader will gain an understanding of the how the label regime is structured including the four labels and their meanings:

  1. Sustainability Focus
  2. Sustainability Improvers
  3. Sustainability Impact
  4. Sustainability Mixed Goals

This module will also enable the reader to understand how the new regime impacts asset managers, distributors and retail clients and the expectations on advisers.

Learning outcomes

Upon completion of this module, the reader will have the ability to explain why the SDR and investment labels regime has been created against the current ESG investment backdrop. This includes the timeline for current and proposed policies and the impact and expectations of this regime. They will also have an understanding of how the regime has been structured including the four labels and how they are applied to funds.

  • Video 1: Sustainability Disclosure Requirements: What do advisers need to know?

    Watching time: 11 minutes
     

    nullWatch video
  • Unit 1: SDR for your clients

    Reading time: 10 minutes
     

    nullRead the article
  • Module 1 quiz

    Take the Module 1 quiz for 30 minutes of CPD.
     

    nullTake the quiz

Other sections on Investment knowledge

CPD content formulated for you to explore in-depth insights on investment principles, portfolio construction and comprehensive product education to expand your technical knowledge. 

Marketing

Section 1: Principles of investing

Use our library of resources designed to empower you to make informed decisions, aligning your approach with your clients’ goals. Sound decision-making and ongoing assessment form the backbone of successful investment strategies, fostering long-term trust and engagement.

 Go to Section 1
""

Section 2: Portfolio construction

Craft tailored solutions, optimise risk management and align portfolios with clients’ unique financial goals by using our comprehensive library of investment resources. Guide your clients towards their financial goals with confidence and expertise. 

 Go to section 2
""

Section 3: ETF knowledge

Explore Exchange-Traded Funds (ETFs) with informative articles on how to use them, their associated costs and comparisons with mutual funds. Stay ahead with the latest knowledge from Vanguard 365 for a balanced and comprehensive perspective.

 Go to section 3

Other Vanguard 365 pillars

""

Client relationships

CPD content crafted to empower you to service your clients' needs effectively, build relationships, create loyalty and achieve new business growth. 

 Go to client relationships
""

Practice management

CPD content designed to help you build your practice, market your services effectively and cultivate a thriving professional network.

 Go to practice management
""

Financial planning

CPD content structured to give you access to useful tools, guides and multimedia resources covering diverse topics from risk profiling to retirement planning. 

 Go to financial planning