Sustainable and Responsible Investing

$135.00

SKU: 11186 Category: Tag:

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

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