Financial Services Directory
Mutual Fund Performance Chart
Separately Managed Accounts
Start Date: 7/22/2020 1:00 PM EDT
End Date: 7/22/2020 4:30 PM EDT
Event Website: https://bit.ly/2YfMVwb
WHY TAKE THIS COURSE?
More than one out of every four dollars under professional management is invested utilizing sustainable and impact investment strategies. Are you prepared to meet growing client demand?
This 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.
You will spend the afternoon learning from expert sustainable investment practitioners. You will be prepared and inspired to take your career to the next level.
Certification and CE Credits
Upon completion of this course, you will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations.
When: Wednesday, July 22, 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