Course Details and Modules
Clients and Customers consists of six units:
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The fundamental concepts of sustainability – shaping responsible banking and society
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Working with clients and customers towards society’s goals
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Responsible banking for business customers: dialogue and engagement
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Models, tools and techniques to support effective dialogue and engagement with clients and customers
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Responsible Banking Solutions for Business Clients and Customers
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Responsible banking in practice and a Call to Action
Learning Outcomes
By the end of this course, you will be able to:
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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
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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
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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
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understand the importance of adopting a dialogue-based approach to better understand clients’ businesses, build trust and support their successful sustainability transitions
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describe and explain the models, tools and techniques that can be used to support clients to achieve their sustainability goals
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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:
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interactive eLearning content
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audio-visual resources
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case studies
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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 badge.
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