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Navigating the SRI/ESG Maze: Addressing the Most Common Issues with SRI Investing
Course Information
Content Level: Foundational
NAPFA Subject Area: C-Investments
Course Description
As of 2018, SRI investments account for one out of every four dollars under professional management in the United States. This represents a two-year increase of over 38% and an 18-fold increase since 1995. Yet many financial advisors are finding themselves ill-equipped to handle the very specific needs of this growing pool of clients.

This presentation will cover:
• Some of the most common obstacles advisors face in incorporating SRI strategies into their practices
• How to make the necessary changes to address them
Jennifer Coombs
Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
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