Integrating Sustainable and ESG Investment with Values-Based Financial Planning
Tuesday, December 13, 2022
12:30 PM – 1:30 PM PDT
Location: SCC: 606-609
CE: 1 CFP CE Credit(s)
Level of Complexity: Intermediate
Leading financial planning and investment advisory firms are integrating Sustainable and ESG Investment strategies into their existing practice management model. In this breakout session you will learn how Climate Change, Social Justice, Corporate Reporting and Transparency are more important than ever to values-based investors and their financial advisors.
Level of Complexity: Intermediate
Learning Objectives:
Understand why leading financial planning and investment advisory firms are integrating ESG Investment strategies into their existing practice management model.
Know why climate change, social justice, corporate accountability, transparency, and ESG Portfolio Risk are gaining importance with investors.
Identify how to introduce the ESG Investment integration conversation into client-focused practice management process.
