Online Course & Live Training

 
Enhance your understanding of sustainable investment through the US SIF Foundation course, Fundamentals of Sustainable and Impact Investment. The course is an introductory resource for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable, responsible and impact investment, and to incorporate it 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, a better understanding of this rapidly growing industry, and qualifies for continuing education credits (3 hours for CFP® Board and various other industry designations).
 
 
 
 
ONLINE AND LIVE COURSE TRAINING MODULES
 
 
ONLINE COURSE FEES
 
US SIF Member $200
Non-member $250
   
 
The online course can be accessed on-demand for 365 days from the date of purchase.

For group purchases, please click here for our volume discount schedule.
 
 
 
UPCOMING LIVE TRAINING DATES
 
CITY/STATE DATE LOCATION
     
Colorado Springs, CO November 2019 SRI Conference - Broadmoor Hotel
     
New York, NY December 2019 Ford Foundation Center for Social Justice
     
PAST LIVE TRAINING DATES
     
CITY/STATE DATE LOCATION
     
Minneapolis, MN June 11, 2019 US SIF Conference - Radisson Blue Hotel
Santa Monica, CA November 16, 2018 Swell Investing Headquarters
Colorado Springs, CO November 1, 2018 SRI Conference - Broadmoor Hotel
Washington, DC May 31, 2018 US SIF Conference - Omni Shoreham Hotel
San Diego, CA November 1, 2017 SRI Conference - Hotel del Coronado
Chicago, IL May 10, 2017 US SIF Conference - Morningstar Headquarters
Santa Monica, CA February 8, 2017 Dimensional Fund Advisors Headquarters
Denver, CO November 9, 2016 SRI Conference - Hyatt Regency Downtown Denver
Washington, DC May 23, 2016 US SIF Conference - Renaissance Downtown Hotel
Colorado Springs, CO November 3, 2015 SRI Conference - Broadmoor Hotel
Chicago, IL May 4, 2015 US SIF Conference - Westin Michigan Avenue
Colorado Springs, CO November 9, 2014 SRI Conference - Broadmoor Hotel
Chicago, IL May 19, 2014 US SIF Conference - Capital Hilton
Colorado Springs, CO October 28, 2013 SRI Conference - Broadmoor Hotel
Chicago, IL May 20, 2013 US SIF Conference - Westin River North
     
     
Contact Michael Young, US SIF Education Manager (202) 872-5304 for more information