Online Course & Live Training

 


Fundamentals of Sustainable and Impact Investment


The US SIF Foundation's Center for Sustainable Investment Education offers Fundamentals of Sustainable and Impact Investment  as an introductory resource for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable, responsible, and impact investment. It offers a unique blend of instruction and scenario learning that will enhance your ability to incorporate SRI into investment portfolios and client conversations. The course covers the implementation of Environmental, Social, and Governance (ESG) data into security analysis, discusses the latest trends and research, and explains how to communicate your expertise in sustainable and impact investment. The course can be taken online and/or in a live training format.

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.






Module I: An Overview of Sustainable, Responsible, and Impact Investing
  • Introduction to SRI
  • Strategies for application of SRI
  • Growth Trends in SRI

Module II: Approaches to ESG, SRI Portfolio Construction Considerations 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 III: Performance Studies, Fiduciary Standards, and Global Trends
  • Financial performance studies and meta-studies
  • ERISA and fiduciary duty
  • Trending topics and issues

Module IV: 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


 

Online Course on the Fundamentals of Sustainable and Impact Investment

 

Cost for online course
US SIF Member:  $200
Non-member:       $250

Please click here to access the online course.

The online course can be accessed on-demand for 365 days from the date of purchase. Group rates are available. Contact Michael Young (202-872-5304) for more information.

 

Live Training on the Fundamentals of Sustainable and Impact Investment


The live training version of the course is led by expert sustainable investment practitioners and the US SIF team.

Upcoming live training dates:
Past live training dates:
Contact Michael Young (202-872-5304) for more information.