Online and Live Courses


Online Course on the Fundamentals of Sustainable and Responsible Investment


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Fundamentals of Sustainable and Responsible Investment (SRI) is a new introductory resource for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable and responsible investment. It offers a unique blend of instruction and scenario learning that will enhance your ability to incorporate SRI into investment portfolios, understand the latest trends and research and communicate your expertise in sustainable and responsible investment.


Completion of the course results in a certificate, 3 CFP® Board, CFA Institute, CIMA®, CIMC® and CPWA® continuing education credits and a better understanding of this rapidly growing industry.


Live Instruction on the Fundamentals of Sustainable and Responsible Investment


A live training of the Fundamentals of Sustainable and Responsible Investment will take place during the May 4 - 6 US SIF conference in Chicago. The live course will be held on Monday, May 4 from 2:00 pm - 5:30 pm.

If you register for the conference, you will receive a discount on the registration fee for the course.

Please visit our conference website to register for both the conference and the live course here

To register for the live course only, please click here
 







Module 1: An Overview of SRI
  • Introduction to SRI
  • Strategies for application of SRI

Module 2: SRI Portfolio Construction and Shareowner Advocacy
  • Asset class mix and weighting, ESG analysis
  • Selecting public equity, fixed income, cash, alternative investments and community investments for an SRI portfolio
  • Active shareowner strategies

Module 3: Current SRI Trends and Issues
  • Financial performance and SRI
  • Academic studies and trends
  • An overview of organizations engaged in SRI

Module 4: Communicating your SRI Expertise with Clients
  • The value of adding SRI to your practice
  • Addressing perceptions of SRI
  • Working with clients and building a client base

Cost
US SIF Member: $240.00
Non-member:     $300.00
Group Rates for 100 or more are available. Contact Farzana Hoque (202-407-7133) for more information.
 

Previous Fundamentals of Sustainable and Responsible Investment Events




Contact Farzana Hoque (202-407-7133) for more information.

Fundamentals of Sustainable and Responsible Investment is supported by:

Bloomberg