Sustainable investing is more than a passing fad. Are you and your team up to speed and prepared to discuss this increasingly important topic with clients?
Just released, the new MMI/Morningstar Sustainable Investing Curriculum is here to help. This eight-course, 3.4-hour online curriculum is geared to financial advisors and industry professionals who want to stay ahead of the sustainable investing curve.
Developed with the guidance of academic and industry leaders, the curriculum is based on 70 hours of interviews with subject matter experts and information from 180 unique sources. It provides an intermediate-level overview of sustainable investing, including:
- key concepts, terminology, and approaches,
- examination of common misconceptions,
- introduction to ESG factor analysis and where it fits with traditional investment analysis,
- case studies of ESG issues and the associated risks and opportunities, and
- how financial advisors can practically incorporate sustainable investing into their practices.
MMI / Morningstar SII Promo from MMI on Vimeo.
Stay Informed and Register at mmi-sii.org for ongoing updates and to participate in our private community.
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ESG100 Series Now Available
Special pricing available for MMI Member Firms. Please call (646)-868-8506 for more information
ESG101 - What is Sustainable Investing?
ESG102 - The Importance of Sustainable Investing
ESG103 - Introduction to ESG Analysis
ESG104 - Understanding ESG: Environmental Issues
ESG105 - Understanding ESG: Social Issues
ESG106 - Understanding ESG: Corporate Governance Issues
ESG107 - Impact Investing
ESG201 - Integrating ESG into Investment Advice
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Pricing Options
$595.00
Standard Rate
BUY
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ESG200 Series Coming Soon
ESG202 - Behavioral Finance Perspectives on Sustainable Investing
ESG203 - Having the Initial Client Conversation
ESG204 - Understanding the Product Landscape
ESG205 - Implementation Strategies
ESG206 - Client Questionnaires/Making the Proposal
ESG207 - Performance Assessment and Reporting
ESG208 - Making Sustainable Investing a Bigger Part of Your Practice
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Contact MMI for more information, please email learning@mminst.org or call (646) 868-8500. A representative will be happy to assist.
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