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Environmental, social, and governance (ESG) is an increasingly important measure of corporate performance as a growing number of investors demand ESG disclosure and reporting. Surveys show a majority of investors expressing interest in sustainable investing, including those expected to receive trillions in intergenerational asset transfers over the next two decades. In this course, we discuss ESG disclosure, the features and structure of ESG-related products, and the benefits, risks, and costs of ESG investing. We also discuss how to incorporate ESG factors when constructing client portfolios.  

Who should enrol?

Enrol if you’re: 

  • Investment advisors who are subject to CE requirements for professional development 
  • Financial planners who are subject to CE requirements for professional development 
  • Wealth managers who are subject to CE requirements for professional development 
  • Anyone wanting to further their knowledge of ESG investing