Live Course on the Fundamentals of Sustainable and Responsible Investment
Register for the conference, and you will receive a discount on the registration fees for this course.
The US SIF Foundation will provide a live training on the Fundamentals of Sustainable and Responsible Investment. The morning classroom training will be held from 8 AM to Noon at Morningstar in Chicago on May 21, preceding our annual conference. Client demand for sustainable and responsible investment continues to grow. This course is the tool for financial advisors and other professionals to gain the knowledge to meet this demand. The course will explain how to talk about SRI with clients, incorporate SRI into investment portfolios, and understand the latest trends and research in this field. It will be led by expert sustainable investment practitioners.
Overview of the course
Module 1: An Overview of SRI
Module 2: SRI Portfolio Construction and Shareowner Advocacy
Module 3: Current SRI Trends and Issues
Module 4: Communicating your SRI Expertise with Clients
Fees for Conference Attendees:
Continuing Education Credits
Fundamentals of Sustainable and Responsible Investment is accepted by the CFP® Board for 3 CE Credits. CFA Institute has also approved this program, offered by US SIF Foundation, for 3 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
For more information, please contact Terry Thornton, Assistant Director of Professional Education, at tthornton@ussif.org.