Did you know, 1 out of every 5 dollars under professional management in the US is invested in a socially screened portfolio? Attend this session and learn why you should incorporate Sustainable, Responsible, Impact (SRI) investing and Environmental, Social, Governance (ESG) investment strategies into your practice. It's not a matter of if you will be asked about this type of investing but when.
Level of Complexity: Overview
September 27, 2017
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.