Description

Covers asset management industry trends and how to discuss sustainable and responsible investing (SRI) with clients. Explains the facts about SRI and the strategies to utilize environmental, social, and government factors in investing. Explores ways to help clients identify investments that meet SRI objectives and align with their overall financial goals.

What You’ll Learn

After completing this course, students will be able to:

Explain the growing importance of sustainable and responsible investing (SRI);

Describe the history of SRI and its evolution

Identify the interchangeable terms used to describe SRI

Describe common misconceptions about SRI

Describe strategies to utilize environmental, social, and governance (ESG) factors in investing

Identify talking points to use when having SRI conversations with clients;

Identify sources of information to enhance SRI knowledge

Additional information

Audience	Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen
Length	Approximately 25 minutes
Credits	0.50 CRSP, CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online