Sonya will be teaching module 4 of the The US SIF Foundation's course, Fundamentals of Sustainable and Impact Investment.
Completion of the course results in a certificate, a better understanding of this rapidly growing industry, and qualifies for continuing education credits (3 hours for CFP® Board, CIMA®, CIMC® and CPWA®) Modules are as follows:
Module I: An Overview of Sustainable, Responsible, and Impact Investing
Module II: Approaches to ESG, SRI Portfolio Construction Considerations and Shareowner Advocacy
Asset class mix and weighting, ESG analysis
Selecting public equity, fixed income, cash, alternative investments and community investments for an SRI portfolio
Active shareowner strategies
Module III: Performance Studies, Fiduciary Standards, and Global Trends
Module IV: Communicating your SRI Expertise with Clients
The value of adding SRI to your practice
Addressing perceptions of SRI
Working with clients and building a client base
For additional details and to register, click here.