Fundamentals of Sustainable and Impact Investment

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 and impact investment, and to incorporate it into investment portfolios and client conversations. The course covers the integration 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
  • Introduction to sustainable investment
  • Strategies for application of sustainable investment
  • Growth trends in sustainable investment

Module II: Approaches to ESG, Portfolio Construction Considerations and Shareowner Advocacy
  • Asset class mix and weighting, ESG analysis
  • Selecting public equity, fixed income, cash, alternatives and community investing
  • Active shareowner strategies

Module III: Performance Studies, Fiduciary Standards, and Global Trends
  • Financial performance studies and meta-studies
  • ERISA and fiduciary duty
  • Trending topics and issues

Module IV: Communicating your Sustainable Investment Expertise with Clients
  • The value of adding sustainable investment to your practice
  • Addressing perceptions of sustainable investment
  • Working with clients and building a client base

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
Virtual Classroom December 2, 2021 Online/Zoom
Virtual Classroom Q1 2022 Online/Zoom (sign up for alerts!)
Past Live Training Dates
Virtual Classroom September 8, 2021 Online/Zoom
Virtual Classroom June 14, 2021 Online/Zoom
Virtual Classroom March 31, 2021 Online/Zoom
Virtual Classroom December 9, 2020 Online/Zoom
Virtual Classroom July 22, 2020 Online/Zoom
Washington, DC June 9, 2020 US SIF Conference [cancelled due to covid-19]
Chicago, IL March 9, 2020 Morningstar Global Headquarters [cancelled due to covid-19]
New York, NY December 9, 2019 Ford Foundation Center for Social Justice
Colorado Springs, CO November 13, 2019 SRI Conference - Broadmoor Hotel
Minneapolis, MN June 11, 2019 US SIF Conference - Radisson Blue Hotel
Santa Monica, CA November 16, 2018 Swell Investing Headquarters
San Francisco, CA November 13, 2018 MSCI [cancelled due to wildfires]
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 Global 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.