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





Click here to register or sign in for the online course

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


Upcoming live courses will be announced in 2015. Stay tuned!
      
 
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.