FMN Finance

FMN Plus-2023/Dec, Seg 3 - ESG Investment Hierarchy: What it Means for Your Clients

ESG investing considers environmental, social, and governance factors to judge an investment's financial returns and impact. With sustainable investing and ESG issues being a relatively new phenomenon in the investing world, it’s no surprise that there are many myths and a good deal of misinformation associated with it. Jennifer Coombs, professor at the College for Financial Planning, uses years of experience helping financial advisors build out competencies in ESG investing to guide us through this new investment landscape.

Learning Objectives:

Distinguish different strategies within sustainable investing, such as best-in-class, exclusionary, ESG integration, and sustainable thematic investing
Recognize the pyramid framework for sustainable investing strategies and how they align with different investor values
Identify common misconceptions and criticisms of ESG investing, such as the belief that it doesn't generate financial returns
Recognize the challenges and opportunities in measuring and reporting meaningful impact in sustainable investing

Prerequisites/Advanced Preparation:

None

Speaker / Author:

Martin Coe, CMA, CPA, CISA, CISM, CGFM, CVA, is an associate professor of accountancy at Western Illinois University in Moline, Ill. You can reach him at (309) 762-9481, ext. 304, or mj-coe@wiu.edu.

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Price (USD)

Standard:	$69.90

Details

Course Code : FMN1538-FM

Release Date : 12/08/2023

Expire Date : 07/13/2025

Credits :

2.00

Length : 1hr 40min

Course Level : Update

Course Type : QAS Self-Study

Passing Grade : 70%

Format Type : eLearning
Mobile Compatible

Field Of Study : Finance

Theme : Finance Best Practices

Included In

FMN Finance

	Accounting & Finance » FERFPros Online Self-Study » FMN Finance » FMN Plus-2023/Dec, Seg 3 - ESG Investment Hierarchy: What it Means for Your Clients