Ethical Markets highly recommends this course ! Hazel Henderson, Editor
Fundamentals of Sustainable and Responsible Investment is a new introductory resource for investment advisors and other financial professionals who want to learn the basics of sustainable and responsible investment. It offers a unique blend of instruction and scenario learning that will enhance your ability to incorporate SRI into investment portfolios, understand the latest trends and research and communicate your expertise in sustainable and responsible investment. Completion of the course results in a course certificate and a better understanding of this rapidly growing industry.
Feedback from the course includes comments like these:
· “… it gave a very good overview of SRI and (of) all of the ways you could implement it in asset management.”
· “ESG research was fascinating! I loved it!”
CE Credits: The course has been approved both by the CFP® Board and by the CFA Institute for three (3) Continuing Education Credits. If you are a registered CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
When: Monday, October 28, 2013, 10:30am – 1:45pm, just prior to The SRI Conference
Where: The Broadmoor, Colorado Springs, Colorado
What: A four module course covering:
1) An Overview of SRI
2) SRI Portfolio Construction and Investment Selection
3) Current SRI Trends and Issues
4) Communicating Your SRI Expertise with Clients
Instructors: Justin Conway, Calvert Foundation; Paul Ellis, Paul Ellis Consulting; Michael Lent, Veris Wealth Partners; Craig Metrick, Mercer; Cheryl Smith, Trillium Asset Management; Tim Smith, Walden Asset Management; Lisa Woll, US SIF: The Forum for Sustainable and Responsible Investment.
Cost: A discounted rate of $195 includes lunch.
For more information and to register for the course: Click here. Course participants do not have to be registered for The SRI Conference, so please share this training information with colleagues in Colorado!
Questions: Terry Thornton, Assistant Director of Professional Education, US SIF at 202-872-5347 ortthornton@ussif.org.
PLEASE JOIN US for the 24th annual SRI Conference on Sustainable, Responsible, Impact Investing October 28-30, 2013 at The Broadmoor in Colorado Springs, Colorado.
Steven J. Schueth
President, First Affirmative Financial Network
Host and Producer, The SRI Conference
2503 Walnut Street, Suite 201, Boulder, Colorado 80302
303-442-8400 / 877-540-4933 x101
steveschueth@firstaffirmative.
First Affirmative Financial Network, LLC is an independent Registered Investment Advisor (SEC File #801-56587) specializing in socially responsible, sustainable, and transformative investing. Visit us online at www.FirstAffirmative.com. E-mail messages containing private information, including full account number, social security numbers, etc. are sent using an encryption service. We have employed this service in order to secure and protect, as much as possible, the information that passes through our offices. This e-mail is intended for the individual or entities named as recipients of this message. If you are not intended recipient of this message, please notify the sender immediately and delete the material from any computer. Do not deliver, distribute, or copy this message, and to not disclose its contents or take any action in reliance on the information it contains. Thank you.