Fundamentals in Sustainable and Impact Investing Virtual Classroom May 7, 2025

Are you prepared to meet growing client demand, challenges, and opportunities ahead in sustainable investing? 

This course provides advisors, consultants and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise. 

You will learn from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products and strategies, as well as learn best practices in ESG data analysis and more.

This virtual classroom will feature data from the 2024 Trends Report and will cover the latest regulatory changes that you need to know from the U.S. Securities and Exchange Commission (SEC) and the Department of Labor (DOL). 

Where: This event is online. A link to the livestream will be sent out closer to the date.

Technology Requirements: Participants should make sure that they have a reliable high speed internet connection for an optimal experience.

Certification and CE Credits: Upon completion of this course you will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations. If you are unsure about yours, please contact us.

This course is part of the US SIF Foundation's Center for Sustainable Investment Education, which provides investment professionals with resources and training to gain expertise in the field of sustainable and impact investment. The Center provides high quality education, research and thought leadership on sustainable investment to investors, investment advisers, consultants and analysts.

The US SIF Foundation undertakes educational, research and programmatic activities to advance the mission of US SIF. US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.