Build It Bootcamp Portfolios - Sept 15, 2022

$99.00 USD

LIVE INTERACTIVE EVENT DETAILS*

LENGTH 1.5 hours
DATES Sept 15, 2022
TIME 10-11:30am Pacific

Build your sustainable portfolios.

This interactive online event will help you build and deliver:

  • Defining Your Offering among ESG, SRI, Impact, and Philanthropy
  • A Framework for Evaluating ESG Funds and Managers
  • How to use ESG Research Tools

Each day is approved for 1.5 hours of CFP® and CSRIC®  CE credits.

When you purchase a place at the event, you will be required create a username/password on our system to access resources that compliment the live event.

*For financial advisor businesses only.


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On-demand resources to complete your sustainable investment offering.