The US SIF Foundation’s Center for Sustainable Investment Education will provide a training on the Fundamentals of Sustainable and Responsible Investment. The classroom training will be held at the Broadmoor Hotel in Colorado Springs, CO on Tuesday, November 3 from 10:00 AM to 1:00 PM followed by lunch from 1:00 – 1:30 PM. This training will be held immediately before the SRI Conference.
Client demand for sustainable, responsible and impact investment (SRI) continues to grow. More than one out of every nine dollars under professional management in the United States is invested utilizing SRI strategies. The course will give attendees historical context about SRI, explain how to incorporate SRI into investment portfolios, present an overview of the latest trends and research and provide guidance on how to communicate your SRI expertise. The course will be led by expert sustainable investment practitioners.
Fundamentals of Sustainable and Responsible Investment is accepted by the CFP® Board for 3 CE Credits. IMCA (CIMA, CPWA) and CFA Institute have also approved this program for 3 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
About US SIF
This course is part of the Center for Sustainable Investment Education. The Center for Sustainable Investment Education serves the growing need of investment professionals in the United States to gain expertise in the field of sustainable, responsible and impact investment. The Center provides high quality education, research and thought leadership on sustainable investment to investors, investment advisers, consultants and analysts.
The Center is part of the US SIF Foundation which undertakes educational, research and programmatic activities to advance the mission of US SIF. US SIF: The Forum for Sustainable and Responsible Investment is the US membership association for professionals, firms, institutions and organizations engaged in sustainable, responsible and impact investing. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. Both organizations have staff in Washington, DC and a 17 member board.
See my six part coverage of last year’s SRI Conference. Start with Part 6 and work your way back to the beginning. I hope to see many of our readers at this year’s conference. All in for Impact, 2015 SRI Conference on Sustainable, Responsible, Impact Investing!, 11/3-5, the Broadmoor, Colorado Springs. Register for the event.