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|
|Module I: An Overview of Sustainable Investing
Module II: Approaches to ESG, Portfolio Construction and Shareowner Advocacy
Module III: Performance Studies, Fiduciary Standards, and Global Trends
Module IV: Communicating your Sustainable Investment Expertise with Clients
|Online Course Fees|
|US SIF Member||$200|
|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|
|Colorado Springs, CO||November 13, 2019||SRI Conference - Broadmoor Hotel|
|New York, NY||December 9, 2019||Ford Foundation Center for Social Justice|
|Past Live Training Dates|
|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|