COURSE

Fundamentals of Sustainable and Impact Investment

(Conference version)

 
 
 

This 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.


Completion of the course results in a certificate, a better understanding of this rapidly growing industry, qualifies for continuing education credits (3 hours for CFP® Board and various other industry designations), and is a perfect way to start your US SIF conference.

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?

Our 4-module 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. Over the course of 3+ hours, Fundamentals 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. 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.

 

 
US SIF's Fundamentals of Sustainable Investing course 4 modules image

 

REGISTRATION INFORMATION

Please note: the course can be taken as a single admission item or in addition to your conference registration. Select "Course Only" as your registration type if you will attend the course only.

COURSE FEES

US SIF Members Free
Non-members $250
Student $100