Today, the US SIF Foundation launched the Center for Sustainable Investment Education and the Center’s inaugural online course, Fundamentals of Sustainable and Responsible Investment. This is the first online course on sustainable investment for financial advisors and other investment professionals to be launched in the United States.
Fundamentals of Sustainable and Responsible Investment, developed by experts in the field, provides a unique blend of instruction and scenario learning that explains how to talk about SRI with clients, incorporate SRI into investment portfolios and understand the latest trends and research. Paul Hilton, Portfolio Manager at Trillium Asset Management and Vice-Chair of the Board of US SIF and the US SIF Foundation noted that, “There has never been a more important time to help train financial intermediaries to handle the increased demand for SRI from both retail and institutional investors.”
Upon completion, course takers will receive a certificate and have better understanding of this rapidly growing industry. Fundamentals of Sustainable and Responsible Investment is accepted by the CFP® Board for 3 CE credits, and the CFA Institute has also approved this program, offered by the US SIF Foundation, for 3 CE credit hours. On 21 May, immediately before the US SIF national conference, a live version of the course will be presented in Chicago. More information on the online and live versions of the course is available here. Bloomberg and Morgan Stanley are lead supporters of Fundamentals of Sustainable and Responsible Investment.