Enroll Now 2021

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This is an online training course, and registration is complimentary for financial advisors.

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ESG Practice Playbook

Welcome to the ESG Practice Playbook designed to train advisors on integrating ESG strategies with their existing practice. Why is ESG investing so important? Climate Change, Portfolio Risk, Social Justice, Corporate Accountability and Transparency. We’ll explore how ESG and sustainable investing is meeting and often exceeding the performance of major indexes in all asset classes. You will never have to shrink the investment universe or swap performance for ESG impact. The ESG Practice Playbook is complimentary and open to all financial professionals.

About the Course

As experts in the industry, your instructors will guide you through all areas of ESG and sustainable investing and how to integrate these themes into your practice. You will also hear interviews with top asset managers and marketing experts working at the leading edge of sustainable investing. Documents are also available for download within each session.

  • Session 1 – Identifying ESG Products and Performance
  • Session 2 – Integrating ESG into your Client Service Model
  • Session 3 – Integrating ESG into your Marketing Model
  • Session 4 – Building your Brand with Media and Marketing Tools
  • Session 5 – Financial Advice in the Age of Climate Change

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For questions or technical support, submit an email to gitterman@riadatabase.com or call 704.540.2657.