Please join us for all 3 installments of our 2023 ESG Practice Playbook series with RIA Channel, specifically designed to help financial advisors deepen their ESG knowledge and grow their practices.  This complimentary online series will focus on current trends related to ESG practice management, including ways to address social KPIs, ESG regulatory examination trends, and RIA growth opportunities in turnkey asset management and the defined contribution market:

Session 4: Climate & Capital 2023
3 CFP / IWI / CFA CE credits available
Now Available On Demand

Session 3: Climate & Capital 2022
1.5 CFP / IWI / CFA CE Credits Available
Now Available On Demand

Session 2: ESG Practice Management: Why It’s More Important than Ever
2.5 CFP / IWI / CFA CE Credits Available
Now Available On Demand

Session 1: Growth Opportunities in Turnkey Asset Management & the Defined Contribution Market
2.5 CFP / IWI / CFA CE Credits Available
Now Available On Demand

We are very happy to offer this complimentary event for financial professionals. Feel free to reach out anytime, as we are always here to help you leverage your knowledge and grow your sustainable investing practice. We look forward to seeing you then!