Online and Live Courses

Online Course on the Fundamentals of Sustainable and Responsible Investment

Register for or sign back into the online course
. This course currently only works in Internet Explorer.
Open demo
Cost for online course
US SIF Member:  $240
Non-member:       $300
Group rates for 100 or more are available. Contact Farzana Hoque (202-407-7133) for more information.

Register Now for the Live Training Session on SRI!

US SIF will provide a live training of its online course, Fundamentals of Sustainable and Responsible Investment. The training will be held at the Broadmoor Hotel in Colorado Springs, CO on Tuesday, November 3 from 10:00 AM to 1:00 PM followed by lunch from 1:00 - 1:30 PM.  This training will be held immediately before the SRI Conference. To learn more about and to register for the live course, please click here.

Details of online and live course

The US SIF Foundation's Center for Sustainable Investment Education offers Fundamentals of Sustainable and Responsible Investment (SRI) as an 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.

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

Previous Fundamentals of Sustainable and Responsible Investment Events

The 2015 US SIF Conference: Risk, Value, Impact at the Westin Michigan Avenue in Chicago, IL (May 4, 2015)
The SRI Conference at the Broadmoor Hotel in Colorado Springs, CO (November 9, 2014)
The 2014 US SIF Conference: Markets, Mission and Materiality at the Capital Hilton in Washington, DC (May 19, 2014)
The SRI Conference at the Broadmoor Hotel in Colorado Springs, CO (October 28, 2013)
The 2013 US SIF Conference: Finance for a Sustainable Future at the Westin River North in Chicago, IL (May 20, 2013)

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

Fundamentals of Sustainable and Responsible Investment is supported by:


Morgan Stanley