The US membership association for professionals, firms, institutions and organizations engaged in sustainable and responsible investing.

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Online Course on the Fundamentals of Sustainable and Responsible Investment



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.
 
      
 
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 Terry Thornton (202-872-5347) for more information. 

Click here to register or sign in for the online course


Live Instruction on the Fundamentals of Sustainable and Responsible Investment

 

The Center for Sustainable Investment Education accepts requests for live instruction offerings of Fundamentals of Sustainable and Responsible Investment on a case by case basis.

Previous live instruction course offerings
Future live instruction course offerings
Contact Terry Thornton (202-872-5347) for more information.