500 Financial Advisors Have an Opportunity to Take the US SIF Foundation Course on the Fundamentals of Sustainable and Impact Investment with No Registration Fee
Finishing the course and passing the final quiz results in a certificate of completion, a better understanding of this rapidly growing industry, and eligibility for continuing education credits (3 hours for CFP®, CIMA® and various other industry designations).WASHINGTON, D.C., October 7, 2020 –The US SIF Foundation, starting today, is offering its online course on the Fundamentals of Sustainable and Impact Investment for free to financial advisors. The course is targeted to advisors who want to learn the basics of sustainable investing and how to incorporate it into investment portfolios and client conversations. With support from the Rockefeller Foundation, 500 users can take this course free of charge.
The course covers the integration of environmental, social, and governance (ESG) data in portfolio construction, discusses the latest trends and research, and explains how to communicate expertise in sustainable and impact investing to existing or potential clients. Finishing the course and passing the final quiz results in a certificate of completion, a better understanding of this rapidly growing industry, and eligibility for continuing education credits (3 hours for CFP®, CIMA® and various other industry designations).
“The course provides a terrific opportunity for professional development,” said Michael Young, Manager of Education Programs at the US SIF Foundation. “Expertise in sustainable investing provides new opportunities for financial advisors to offer services to, and forge closer ties with, current and prospective clients.”
Lisa Woll, CEO of US SIF and the US SIF Foundation said, “In 2019, the US SIF Foundation and the Rockefeller Foundation organized an international convening on how to increase individual investor participation in sustainable and impact investing. One of the challenges identified was the need to increase take up by financial advisors of sustainable investment education. Thus, we created this special opportunity to take our course for free.”
More information on the online course for financial advisors can be accessed here. Registration and verification as a practicing financial advisor is required – please click here.
Advisors may also be interested in continuing their education by obtaining the only sustainable investment designation in the United States, the Chartered SRI Counselor™ (CSRIC™). The CSRIC™ Professional Education Program, developed by the College for Financial Planning in partnership with the US SIF Foundation, is a three-semester credit graduate level course. More information can be found here. Additionally, retail investors may also access a free course that will teach them the basics of sustainable investment.
About US SIF and the US SIF Foundation
US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. US SIF members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, broker-dealers, community investing organizations and nonprofit associations.
US SIF is supported in its work by the US SIF Foundation, a 501(C)(3) organization that undertakes educational and research activities to advance the mission of US SIF. The US SIF Foundation will publish its biennial Report on US Sustainable and Impact Investing Trends in November.
Learn more at ussif.org.