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

Each session will provide 1.5 CFP / IWI / CFA CE credits. A total of 6 CE credits have been accepted by all boards. You must watch all 4 sessions to receive all 6 CE credits.
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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.

Sessions Include

• 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


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