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Financial Services Directory
Mutual Fund Performance Chart
Separately Managed Accounts
Events
Jobs Board
Enhance your understanding of sustainable investment through the US SIF Foundation course, Fundamentals of Sustainable Investing. 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 in a self-paced on-demand online version and/or in a live (in-person or virtual) training format.
Completion of the course results in a certificate, a better understanding of this rapidly growing industry, and qualifies for continuing education credits (4 hours for CFP® Board and various other industry designations). |
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Online and Live Course Training Modules | ||
Module I: An Overview of Sustainable Investing
Module II: Approaches to ESG, Portfolio Construction Considerations and Shareowner Advocacy
Module III: Performance Studies, Fiduciary Standards, and Industry updates
Module IV: Communicating your Sustainable Investment Expertise with Clients
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Course Fees |
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US SIF Member | $200 | |
Non-member | $250 | |
The self-paced on-demand course is not currently available for purchase. The course is being updated to reflect recent regulatory updates, and will become available again in spring 2024. Click here to be notified of the spring re-launch! |
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The self-paced on-demand online course can be accessed for 365 days from the date of purchase. For group purchases, please click here for our volume discount schedule. |
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Upcoming Live (in-person or virtual with expert instructors) Training Dates | ||
CITY/STATE | DATE | LOCATION |
Chicago, IL | June 25, 2024 | US SIF FORUM 2024 - Swisshotel Chicago |
Virtual Classroom | September 2024 | Click here to sign up for registration alerts |
Past Live Training Dates | ||
CITY/STATE | DATE | LOCATION |
Virtual Classroom | December 13, 2023 | Online/Zoom |
Virtual Classroom | March 15, 2023 | Online/Zoom |
Virtual Classroom | December 15, 2022 | Online/Zoom |
Virtual Classroom | September 14, 2022 | Online/Zoom |
New Mexico | June 7, 2022 | US SIF FORUM 2022 - Hyatt Regency Tamaya |
Virtual Classroom | March 3, 2022 | Online/Zoom |
Virtual Classroom | December 2, 2021 | Online/Zoom |
Virtual Classroom | September 8, 2021 | Online/Zoom |
Virtual Classroom | June 14, 2021 | Online/Zoom as part of US SIF FORUM 2021 |
Virtual Classroom | March 31, 2021 | Online/Zoom |
Virtual Classroom | December 9, 2020 | Online/Zoom |
Virtual Classroom | July 22, 2020 | Online/Zoom |
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 |
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, for more information. |
Financial Services Directory
Mutual Fund Performance Chart
Separately Managed Accounts
Events
Jobs Board