Please Note: This webinar series is for financial professionals only, and the replay can now be seen on demand by clicking here
The ESG and sustainable investing landscape has greatly evolved over the last decade. From the evolution and increased adoption of standards and protocols, to the propagation of new data sets, there are now more ways than ever to create an ESG portfolio. This growth is unlikely to slow down, and so knowing how to diligence the ESG universe is a big task in and of itself.
Kicking off on March 3rd, 2021, we’ll be co-hosting the ESG Practice Playbook education series with MSCI, RIA Channel, and Paul Ellis Consulting. Created to educate advisors on how to integrate ESG into their practices, the ESG Practice Playbook will hold weekly, 90-minute online educational sessions for financial professionals. Each session will provide 1.5 CFP / IWI / CFA CE credits. Replays of all sessions will also be available on demand.
Identifying ESG Products and Performance
Integrating ESG into your Client Service Model
Integrating ESG into your Marketing Model
Building your Brand with Media and Marketing Tools