WHY TAKE THIS COURSE?
More than one out of every three 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 learn from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products and strategies.
This March 31st virtual classroom will feature data from the newly released 2020 Trends Report, and will cover the latest regulatory changes from the U.S. Securities and Exchange Commission (SEC) and the Department of Labor (DoL) that you need to know in 2021.
When: Wednesday, March 31, 2021
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.
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.
Module I: An Overview of Sustainable Investment
- Introduction to sustainable investment
- Strategies for application of sustainable investment
- Growth trends in sustainable investment
Module II: Approaches to ESG, Portfolio Construction Considerations and Shareholder Advocacy
- Asset class mix and weighting, ESG Analysis
- Selecting public equity, fixed income, cash, alternative investments and community investments
- 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
ABOUT US SIF AND THE US SIF FOUNDATION
This course is part of the US SIF Foundation's Center for Sustainable Investment Education, which provides investment professionals with resources and training to gain expertise in the field of sustainable and impact investment. The Center provides high-quality education, research and thought leadership on sustainable investment to investors, investment advisers, consultants and analysts.
The US SIF Foundation undertakes educational, research and programmatic activities to advance the mission of US SIF. US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.
Please click here to learn more about the US SIF Foundation and online courses.
To join US SIF and obtain a discounted rate for the course, please click here.