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Clients And Customers

  • Specialist
  • 10-15 Hours
  • Online
  • £125

About the Course

Set within the context of the Principles for Responsible Banking (PRB), a framework for ensuring that banks’ strategies, activities and operations align with society’s goals as expressed in the UN Sustainable Development Goals (SDGs) and the Paris Climate Agreement, the aim of this course is to raise your awareness and knowledge of sustainability, what it means to be a responsible bank, and how you can encourage and support your clients and customers to take responsibility for understanding their positive impacts and limiting their negative impacts on the environment and society; and how the PRB provide a framework for ensuring that banks’ strategies, activities and operations align with society’s goals as expressed in the UN SDGs and the Paris Climate Agreement.

As you complete this course, you will develop your ability to approach your own professional practice through the lens of responsible and sustainable banking so that you too can identify opportunities to work more responsibly and sustainably within the context of your own role.

Course Details and Modules 

Clients and Customers consists of six units:

  1. The fundamental concepts of sustainability – shaping responsible banking and society
  2. Working with clients and customers towards society’s goals
  3. Responsible banking for business customers: dialogue and engagement
  4. Models, tools and techniques to support effective dialogue and engagement with clients and customers
  5. Responsible Banking Solutions for Business Clients and Customers
  6. Responsible banking in practice and a Call to Action

Learning Outcomes

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

  1. explain the triple planetary crisis of climate change, biodiversity loss and pollution, and understand the imperative to address these issues to support the needs of present and future generations
  2. recognise the role of relationship managers and other bank staff in supporting their clients and customers to implement sustainability in their businesses in order to achieve the UN SDGs and the Paris Climate Agreement
  3. describe and explain the purpose of the PRB as a framework to maximise positive impact and reduce negative impact, and to support the transition of clients and customers to a more sustainable world
  4. understand the importance of adopting a dialogue-based approach to better understand clients’ businesses, build trust and support their successful sustainability transitions
  5. describe and explain the models, tools and techniques that can be used to support clients to achieve their sustainability goals
  6. explain and recommend sustainable banking solutions to clients and customers, and apply responsible banking in practice

What learning resources are available?

Your learning resources include:

  • interactive eLearning content
  • audio-visual resources
  • case studies
  • opportunities to reflect on your own professional and personal practice and create an action plan to help your bank embed the Principles for Responsible Banking and support the transition to a more sustainable world.

Certification

Upon completing this course, the user will be awarded a digital certificate and badge.

Our courses are designed to help banks and bankers implement the UN Principles for Responsible Banking

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