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Join us for a Live CE Webinar

The Sustainable Adviser: The Value of Educating Financial Planners on Socially Responsible and Impact Investing

Enroll Here

Time: January 9, 2018 4:00 p.m. EDT

Presented by Jennifer Coombs, CRPC®

The rising popularity of socially screened investment products is nothing short of astounding. In fact, in 2016, socially responsible investments accounted for one out of every five dollars under professional management in the United States. Yet despite this growing popularity, many institutional financial advisers are finding themselves ill-equipped to handle the very specific demands of this niche market. In this webinar we will cover a brief history of SRI investing, how to effectively communicate SRI strategies with clients, and the process of security selection and monitoring using SRI screening techniques.

Price: $10

Our History

The College for Financial Planning has been the premier provider of financial service education since 1972. When it created the country’s first financial planning credential, the CERTIFIED FINANCIAL PLANNER™ or CFP® certification.

Today, the College remains at the forefront of financial planning education by responding to the needs of the industry with professional designation courses in topics like retirement planning and asset management, and graduate degree programs designed to challenge and prepare financial services professionals to create better outcomes for their clients.

The College is now home to more than 150,000 graduates who report increases to their earnings, number of clients, and even their job satisfaction year after year.

You could be next!

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Our Mission

The College’s mission is to be the education provider of choice for working adults in the financial services industry by enabling student learning through advanced education programs and quality support services.

 

Our typical student will offer financial counseling and related services, or implement financial recommendations pertaining to Insurance, Investments, Tax, Retirement, and/or Estate planning.

 

The College provides learning opportunities to people in all geographic areas through comprehensive programs of study that lead to licensing or certification through individual courses, graduate-level study, and continuing professional development. Learning methods include independent study, blended and mentored study, and classroom instruction, as well as seminars, workshops, and conferences.

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What We Do

Who We Are

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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