Financial Services Directory
Mutual Fund Performance Chart
Separately Managed Accounts
Start Date: 12/9/2020 1:00 PM EST
End Date: 12/9/2020 4:30 PM EST
The course provides advisors, consultants and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise.
This December 9th virtual classroom will be the first offering featuring data from the soon-to-be-published 2020 Trends Report, and will cover the latest regulatory changes from the Securities and Exchange Commission (SEC) and the Department of Labor (DoL) that you need to know about heading into 2021.
Participants will spend the session learning from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products.
Certification and CE Credits
Upon completion of this course, participants will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations.
When: Wednesday, December 9, 2020
Time: 1:00 pm - 4:30 pm ET
Where: This event is online. A link to the livestream will be sent out closer to the date.
Technology Requirements: Participants should make sure that they have a reliable high-speed internet connection for an optimal experience.
Module I: An Overview of Sustainable Investing
Module II: Approaches to ESG, Portfolio Construction Considerations and Shareholder Advocacy
Module III: Performance Studies, Fiduciary Standards and Global Trends
Module IV: Communicating your Sustainable Investment Expertise with Clients