The Accord Initiative is your go-to hub for compliance, education, CPD, and regulatory analysis — all free to access via the top menu.

Designed for financial advisers, compliance consultants, and paraplanners, this site empowers you to integrate ESG and Sustainability into your advice process with confidence. It enhances client knowledge, ensuring compliant, high-quality advice that meets Consumer Duty, PROD, COBS, and SDR standards.

Why The Accord Initiative?

Financial advice is evolving—regulations are changing, and client preferences are shifting. This platform helps you stay ahead by providing:

✅ Confidence – A trusted resource aligned with regulatory requirements

✅ Consistency – Tools to ensure clear, suitable, and informed client recommendations

✅ Education – Product-agnostic training & CPD on ESG, Sustainability, and values-based investment

✅ Integration – A bridge between advisers, fund managers, and the wider market

✅ Oversight – Industry-backed solutions that enhance compliance, transparency, and trust

The Accord Initiative equips advisers with everything needed to meet their needs and drive better client outcomes.
Explore the site via the top menu and discover how we’re shaping the future of responsible financial advice.