Course Overview

Description: You've probably heard a lot about sustainable (responsible, impact, ESG) investing over the past several years, but you may still be on the fence about making it a part of your practice. In this session, Morningstar's Jon Hale will discuss the reasons why a sustainability focus may be a good fit for you and your practice, how to talk to clients about it, and how to implement it in client portfolios.

Learning Objectives/Outcomes: After taking this course, participants will be able to:

  1. Identify whether a focus on sustainable/responsible/impact investing fits with your practice 
  2. Describe the benefits of sustainable investing to your clients 
  3. Get started in implementing sustainable investing solutions in your firm

 

Instructor: Jon Hale

Principle Knowledge Topic: Investment Planning

CFP® Credits: 1