New MCC Sustainability: Life, Pensions & Investment Brokers

Navigate the New Era of Sustainable Financial Advice

The Central Bank of Ireland’s Addendum to the Minimum Competency Code published in June 2024 states that a person may complete CPD in respect of sustainability where directly relevant to their role.  This one-hour CPD in sustainability can be completed by anyone selling or providing advice on financial products or services that incorporate a sustainability element.  The Central Bank has indicated they would expect staff providing retail financial services to keep their skills and knowledge up to date.

What You’ll Master in This Session

This targeted 1-hour training will provide you with the expertise needed to confidently integrate sustainability requirements into your advisory practice.

Essential Learning Outcomes:

• MCC 2024 Addendum: Complete breakdown of new sustainability requirements and their impact on your practice
• ESG Integration: How to effectively incorporate Environmental, Social, and Governance factors into investment advice
• Sustainability Risk Management: Identifying, assessing, and communicating sustainability risks across life, pension, and investment products
• Client Preference Assessment: Best practices for understanding and documenting client sustainability preferences
• Product Suitability: How sustainability factors influence product recommendations and suitability assessments
• IDD Compliance: Understanding your expanded obligations under the Insurance Distribution Directive
• Documentation Requirements: Practical guidance on record-keeping and compliance evidence

Why This Training Is Critical for Your Practice

With EU regulations driving unprecedented change in financial services, demonstrating clear understanding of ESG factors isn’t just regulatory compliance—it’s becoming central to client expectations and product development. This training ensures you’re positioned to:

• Meet all regulatory requirements with confidence
• Enhance client conversations around sustainable investing
• Access the growing market of ESG-conscious consumers
• Differentiate your advisory services in a competitive market

Please note that  CPD is subject to accreditation approval, and will apply to attendees who register and attend the full duration of this presentation.