FMN PLUS- 2024/January, Seg 2 - Benefitting Society Through Long-Termism
Ethical investing is a growing force in capital markets, and ESG funds posted increased inflows of nearly $659B in 2021. Long-term sustainable investing has become increasingly popular as investors seek to make socially responsible investments that align with personal values and long-term viability. Jennifer Coombs, a professor for the College for Financial Planning, has years of experience helping financial advisors and wealth managers build competencies in sustainable investing. She clarifies the path for finance professionals to leverage ESG investments to achieve financial, socially responsible success for all stakeholders.
Learning Objectives:
- Recognize how sustainable indices outperform broad-based indices over the long-run
- Identify the long-termism mindset that financial advisors should adopt for financial success for all stakeholders
- Distinguish the myths and barriers related to ESG investing, including attitudes and perceptions, actual ROI, regulatory and geographic factors, and cultural considerations
- Recognize the need for enhanced risk analysis and continuous education for long-term sustainable investment strategies
Prerequisites/Advanced Preparation:
None
Details
Course Code
:
FMN1543-FM
Release Date
:
01/10/2024
|
Expire Date
:
08/13/2025
|
Credits
:
|
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
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